Getting Started

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.

Getting Started

Getting Started

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.

It’s Easier Than You Think

By now you’ve seen that Blue Ridge Legacy Law is something special and because you love your family, and want to keep them out of Court and out of conflict, when something happens to you, you are ready to take the first steps to get a plan in place. We think that’s a great idea. You know your family deserves the kind of protection, guidance and love we provide for a lifetime. It’s 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. 

What is a Life and Legacy Planning Session

When you are ready to schedule your personal Life & Legacy Planning Session, we block 2 hours on our calendar so we can focus entirely on you and your family during this time.  We will then send you an invite to your online client vault. Here you will enter in basic information about you and your family and begin the path to getting your legal and financial life in order. This information  needs to be completed at least three days before your Life and Legacy Planning Session so we will have time to look over the information you have submitted. 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.

During our meeting together, we will guide you to gently look at what would happen for your loved ones and to your assets if something were to happen to you.  And then, we’ll 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!”.

What to Expect the Day of Your Life & Legacy Planning Session

On the day of your meeting, please expect to spend up to 2 hours with Julie. The initial meeting with Julie has two purposes:

  1. To identify whether there is a good fit between you and our office and…
  2. To educate you about the law and what would happen if you died with your current (or no) plan in place.

By looking at what would happen under your current plan, you can identify what you would want to happen differently and then together with our guidance make the decisions that are necessary (including choosing your own fee) to give you the peace of mind of knowing your family would stay out of Court, and out of conflict, when something happens to you.

If we decide we are a good fit and you have identified specific ways you would want things to happen than would currently with your existing or (no) plan, we will start designing a new plan for you and your family right away.

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