Why Work With Us
Before Hiring an Estate Planning Lawyer, Understand The Difference
Many estate planning attorneys take a “one-size fits all” approach with their clients; they do this so that they can work with as many people as possible in a short period of time. The problem is that the client has an impersonal experience. Worse than that, this way of planning can lead to unintended results in the long run for the family.
Consequences When Attorneys Don’t Listen
When lawyers do not take the time to listen and consider your family’s personal circumstances, the result is that your Will & Trust Documents do not end up reflecting what you really want to happen. Often there is no review or updating, so the plan quickly becomes outdated and does not work when your family needs it most.
You can get a standard set of documents (or even documents that are somewhat customized for your family) cheaper. The risk in doing that is that when those documents fail, things end up being much more expensive in the long run. You leave your family at risk of having to deal with an expensive, unnecessary court process during a time of tremendous grief. We have seen it happen over and over again. We have cleaned up a lot of those messes.
The Mundheim Firm, PLLC, is right for you if you want to know that your plan will actually work when you and your loved ones need it most. If all you want is a set of legal documents, there are plenty of online resources you can use to create them. You can even go to a traditional estate planning lawyer to get them.
If what you want is to know that you have a plan in place that will work when your family needs it, keep the people that you love out of court and out of conflict, and keep your assets out of the hands of the government, then we might be the right fit for you.
Here are Some of the Ways We Are Different From Other Estate Planning Lawyers
- All of our fees are fixed fees agreed to in advance, so there are no surprises. At our initial meeting you will choose the level of planning and fee that works best for your family, so there will never be any surprises.
- We keep you informed and make sure your plan works. We do not just prepare a set of legal documents for you and send you on your way. We make sure your assets are owned in the right way, we make sure your kids’ well-being is properly planned for, and we ensure that everyone you have named in your plan knows what to do if anything happens to you. We make sure that none of your assets become part of the $58 Billion of unclaimed assets across the United States.
- We review your plan at least every 3 years and if you join our Family Wealth VIP Membership program, we will review it annually. We foster a lifelong, ongoing relationship with our clients. Things will change over your lifetime. You change; your assets change; your family changes; the law will definitely change. When planning with us, your plan will keep up with those changes.
- We have a whole team in place to answer your quick questions and to make the planning process incredibly easy and painless for you and your family. We have a process for helping to make sure that your assets are titled in the right way, both now and over your lifetime.
- We help you get your legal and financial house in order by helping you make smart choices about things like buying insurance, saving for college, and retirement planning so you never spend more than you have to or get taken advantage of by unscrupulous sales people.
- We have been specifically trained as a Personal Family Lawyer® to plan for your life and death, and to ensure that if you have minor children, they are never raised by anyone you would not want raising them or taken into the care of strangers. If your children are adults, we help you weave them into your estate plan with care and forethought that most other lawyers simply do not have the training to do.
- Legacy Planning. We believe that planning is about much more than just the transfer of your financial wealth. With all of our plans, we include a process to help you transfer your most important personal wealth to your loved ones, including your intellectual, spiritual, and human assets – who you are and what is important to you.
Before you engage an estate planning lawyer to help you plan for the well‐being of your money, your family, and your life, there are questions that you need to ask. You need to ensure that the estate plan you put in place will really work when your family needs it, and will not end up just a pile of worthless paper after you are gone.
Do not let a set of legal documents become false security that keeps you from doing what is best for your loved ones.
How To Get Started
It’s Easier Than You Think
By now you’ve seen that The Mundheim Firm, PLLC is something special. You love your family and want to keep them out of Court and out of conflict when something happens to you, so you are ready to take the first steps to get a plan in place. We think that is a great idea. You know your family deserves the kind of protection, guidance, and love that we provide for a lifetime. It is important that you know how we work because we do things a bit differently here than at other law firms. That’s why our clients love us so much.
Alternatively, if you are ready to schedule immediately, you can schedule with us online.
You will note there that you can schedule a quick 15-minute phone call to learn more about us, or you can schedule a full Family Wealth Planning Session. Choose the option that is best for you. If you do choose the Family Wealth Planning Session, please make sure that you have read up on what we will do together in that meeting before you come in, so that you come in prepared to be educated, informed, and make empowered decisions for the people you love.
Schedule Your Family Wealth Planning Session
Call our office at 817-479-0076 or click here to schedule your personal Family Wealth Planning Session. We will schedule the most convenient appointment time available for you with one of our expertly trained Personal Family Lawyers. We see clients on Mondays, Tuesdays, and Thursdays, and we even have evening appointments available to make planning as convenient for you as possible.
How Long Is A Family Wealth Planning Session
When you schedule your personal Family Wealth Planning Session, we block 2 hours on our calendar so we can focus entirely on you and your family during this time. We will send you a package of information to complete before our time together, which will help you begin the process of getting your legal and financial life in order. During our meeting together, we will guide you to gently look at what would happen for your loved ones and with your assets if something were to happen to you. Then, we will look at what you want to happen and help you create a roadmap to get that plan in place as easily as possible. Clients routinely say “Wow, if we had known how easy this would be, we would have done it years ago!” after meeting with us.
How Much Does a Family Wealth Planning Session Cost?
Our Family Wealth Planning Session is $750.00, and if we create a comprehensive plan for you, that planning fee is applied to your legal fees for your lifetime estate plan. If you agree to complete the pre-meeting package before your session, we will waive the planning session fee and instead you can secure your appointment time with a credit card number.
In such cases, so long as you keep your appointment, and return the completed paperwork before your session, nothing will be charged on your card unless you decide to proceed with a comprehensive estate plan after the Family Wealth Planning Session. If you must cancel within 1 week of your appointment, your credit card will still not be charged unless you fail to reschedule your appointment within 30 days of your cancellation. If you cannot keep your appointment and you choose not to reschedule, your credit card would be charged the $750.00 planning fee.
We understand that this policy of securing your appointment with a credit card may seem unique. So is our law firm. We provide our very best service to those families who are looking for a long-term relationship with their trusted advisor. We expend most of our energy providing an exceedingly high degree of service to our existing clients and limit the number of new clients we see each week. We only take referrals from trusted Professional Planning Partners. As a result, we must secure your appointment time so that if something comes up and you cannot attend your appointment, we will have enough advance notice to open the slot to a waiting family.
What to Do Prior to Your Family Wealth Planning Session
After scheduling your appointment, you will receive your Family Wealth Inventory & Assessment and other important information that you will want to review prior to your personal Family Wealth Planning Session. We must have your Family Wealth Inventory & Assessment returned to our office 3 days prior to your Session or we will need to reschedule your Session. Feel free to call the office at any time if you need assistance completing your Assessment or have any questions at all.
If you have existing estate planning documents, please make sure that we have your existing documents in our office at least a week before your meeting so that we can review them prior to meeting with you.
What to Expect the Day of Your Family Wealth Planning Session
On the day of your meeting, please expect to spend up to 2 hours with your attorney. The initial meeting with your attorney has two purposes:
- To identify whether there is a good fit between you and our attorney who will become your Personal Family Lawyer® and…
- To educate you about the law and what would happen if you died with your current (or no) plan in place.
By looking at where your current plan may or may not work, you can identify what you would want to handle differently. Together with your Personal Family Lawyer’s guidance, you can then make the decisions that are necessary (including choosing your own fee) to give you the peace of mind of knowing that your family would be out of Court, and out of conflict, should something happen to you.
Assuming that you and your attorney determine that there is a good fit between our firm and your family AND that you identify specific ways that you want to change your current plan, you and your Personal Family Lawyer® will design a plan for your family right away.
What Happens Next?
Once you and your Personal Family Lawyer® have completed the design of your plan, you will meet with our Plan Coordinator who will review your assets to ensure that everything you own will be titled for maximum protection and then schedule a meeting for you to sign your planning documents approximately 4 weeks later.
We have a process of reviewing your documents with you that makes your plan so easy to understand that you will know for certain that we understood exactly what your needs and intentions are. Your loved ones will be in excellent hands with our firm. Once you sign your planning documents, your assets and your family are protected as discussed during your design meeting.
We see that as only the beginning of our relationship. You may make changes to your planning documents at no charge for up to 90 days after you sign your documents.
At our final meeting during the planning stage of our relationship, we verify that all of your asset transfers are moving forward on track whether we are taking the lead or you are taking the lead with our guidance. We review your asset spreadsheet with you and ensure all of your questions are answered. Of course, if they are not or they become cloudy later on, we are always available to answer your questions at any time in the future. There is no charge for that.
What Happens After I Sign My Estate Planning Documents and Take Them Home?
After the planning phase is complete, the maintenance phase of your plan will begin. At no additional charge, we review your plan at least every three years. We also keep you informed about changes in the law and about other issues that affect your family and your wealth. If you participate in one of our Family Wealth VIP Membership programs, you will have an opportunity to have us review your plan on an annual basis, and we will provide your family with a number of other valuable services.
Finally, we are always here for you and we do not charge you for phone calls, faxes, or emails. We welcome your communications!
You will be amazed at how easy and painless the entire planning process will be for your family.
How Much Does An Estate Plan Cost?
As you can imagine, we get this question quite frequently.
It is a good question that I want to answer for you as clearly as I can, given that there is not a “one-size fits all solution” for every family. I would run quickly away from any lawyer who can tell you exactly what your plan would cost via email or over the phone, without a comprehensive discovery process.
You see, this is exactly why most estate plans fail. Families shop around based on price (because they don’t know any other way to shop for an estate plan), and end up with a traditional plan, which is a set of documents that may not actually work when the family needs them.
If you would like to read more about this, please read the article on “how shopping around for an estate plan could leave your family with an unexpected, expensive, unintended mess.”
In the meantime, here is what I can assure you:
We have priced our estate planning for you and your family at the intersection of affordability and effectiveness. We start all of our plans with a Family Wealth Planning Session™, which is designed to get you more financially organized than you have ever been before, and ensure that no matter what happens, none of your hard-earned assets will be lost to the Texas Comptroller’s Department of Unclaimed Property.
Even if you never do any planning with us, the Family Wealth Planning Session™ alone is a hugely valuable process for you and your family, because you will create a full inventory of your assets and ensure your family knows what you have.
Then, when we meet in person, we will review everything you own, and discuss everyone you love, and you will understand exactly what would happen to everything you own and everyone you love in the event of your death or incapacity.
Yes! I Love My Kids
If you do not have a plan, we will cover the plan the State has for you. If you do have a plan, we will review your current plan with you. (We call this an estate plan review and check-up). If you are not happy with your current plan (or the plan the State has for you), you will tell us what you would want to change, and we will look at the most effective, efficient, and affordable way to achieve your goals.
Here is the most important part for you to know about this process: you will be making informed, educated, empowered decisions for the people you love, not just shopping around based on price.
And the best part is that as part of this process, you will actually choose your own fee based on your budget and the planning options that are most important to you and your family. There truly is no one size fits all choice.
We have created a process to educate you quickly and effectively so that you can make empowered, informed choices about what you want for the people you love. You are not simply choosing the cheapest option because you do not have any other basis for making your decisions.
Okay, now having said all that, you probably want to at least know a range of what estate planning will cost.
With all of that background in mind:
- A Family Wealth Planning Session process is $750.00. An Estate Plan Review and Checkup is $950. Those fees are applicable if you come in fully uneducated without doing any homework ahead of time.
- If you’d like to do a little preparation ahead of time, and secure your appointment time with a credit card (though nothing is charged on your card so long as you keep your appointment and turn in your homework in advance), you can follow the instructions and schedule with the link below and use the coupon code indicated to commit that you will do your homework and prepare for the meeting. That saves me time, and saves you money.
- Our three levels of planning for a comprehensive plan (or update of your existing plan) range between $2,000 and $8,000, for a married couple, depending on the choices you make during the Family Wealth Planning Session™. If you are single, planning is discounted from there, appropriately.
If after reading this, you are ready to make informed, empowered, educated decisions for the people you love (instead of just shopping around for the cheapest plan, which is unlikely to work when your family needs it), get started by booking your Family Wealth Planning Session (or Estate Plan Review and Check-up) HERE.
If you want to learn more what every parent needs to know… Register for our upcoming free presentation and we will share with you the three biggest fears when it comes to doing this important legal planning: What happens to children and other loved ones when there is no planning or when the planning has missing pieces; exactly what the process is; and how much it costs (no holds barred).
Ask Marla Mundheim to speak at your local business or your next group event. Marla Mundheim has presentations ready about:
- Estate Planning 101
- Protecting Your Kids Through Estate Planning
- Children’s Guardian Nomination Workshop
- Charitable Giving
- Something Special For Your Group? Just Ask!
If you want to talk with us about how you can keep your family out of court and out of conflict when something happens to you, then click one of the links below to schedule a time to talk.
Maybe you are the family member or close friend of a loved one, and something has happened; now you need advice. If so, our hearts are with you, and we will do our best to help you keep things as simple and stress free as possible.
There are four options for you to get our support.
Choose the one that’s best for you: