6 Major Mistakes Made By Families When Choosing an Estate Planning Attorney

The simple, unvarnished truth about what most families get wrong — and how to protect yourself.

Fill out the form below to download your free guide to learn more about: 

 

  • Why cheap online tools can cost you far more than you save
  • The hidden fee traps attorneys use after you sign on the dotted line
  • Why most plans fail when families actually need them most
  • The one question to ask any attorney before you hire them
6 major mistakes guide cover

5-page guide • Free • Instant Download

Inside the Guide

The 6 Mistakes That Can Derail Your Family’s Future

Many families remain in the dark when it comes to securing their financial future. This guide cuts through the jargon and gives you the simple truth about what to watch for — before it costs you.

1

Doing It Alone With Cheap Online Options

LegalZoom and similar tools may seem like a bargain — but using the wrong asset allocation method can leave your estate owing more to the IRS than if you’d done nothing at all.

2

Choosing an Attorney Who Charges Hidden Hourly Fees

Many attorneys lure you in with “cheap” basics, then rack up fees for work that should have been covered. Learn the exact questions to ask before you sign anything.

3

No Plan for Regular Communication as Laws Change

Tax laws change every year. An attorney without a team or a maintenance program can leave your plan dangerously out of date — without you even knowing it.

4

Only Addressing “Obvious” Assets

A great estate plan passes on more than money. Your intellectual, spiritual, and personal legacy matters too. Most attorneys never ask about this — and most plans ignore it entirely.

5

No Written Guarantee or Protection for Your Children

If your attorney won’t put their guarantee in writing, that’s a red flag. And is your plan protecting your children’s inheritance from future lawsuits or divorce? It should be.

6

Not Choosing an Attorney Who Specializes in What You Actually Need

Not all estate planning attorneys are the same. Most families need a caring, family-focused advisor — not a corporate firm that treats you like a case number.

“Choosing the WRONG asset allocation method can end up leaving your estate to owe more to the IRS than if you had done nothing at all.”

From the Guide — Your Legacy Legal Care®

About the Attorney & Founder of Your Legacy legal CAre®

A Word From Kim Hegwood

What people really want is a caring professional who will shoot straight with them — especially when it comes to legal and financial matters. That’s exactly what this guide delivers.

As a personal attorney for families, it truly breaks my heart when I hear stories of families paying far too much during painful times — simply because they never found a trusted advisor who had their best interests at heart.

You’ve taken the first step by requesting this guide. Now let’s make sure you’re protected.

Here’s to protecting what you have worked so hard for!

Kim Hegwood — Your Legacy Legal Care®

What you deserve from an estate planning attorney:
A caring professional who knows you and your family
An accurately prepared plan in plain language — no jargon
Legal strategies to keep the most assets out of Uncle Sam’s hands
A written guarantee — not just a verbal promise
Regular communication as laws and your life change
Peace of mind that your family is truly protected
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