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Why Walls Law...
 
Estate and business planning is not just what we do. It is who we are.

The Walls Law Firm is dedicated to advising clients about, and creating, estate and business planning solutions.  Unlike some firms which offer a buffet of legal practice areas, we limit our practice to estate and business planning, probate and/or trust administration, and selected family law matters.

Unfortunately, some lawyers don’t take the time to fully invest time understanding their clients.  They fail to understand a client’s goals, unique family structure, or specific concerns.  Too often clients receive planning documents which are ineffective or have unintended results. Not to mention the impersonal experience where clients feeling like were just billable hours for the lawyer.

Our firm is something different from the traditional estate and business planning law firm.
 
Our mission is to help our clients achieve peace of mind through planning, protecting, and preserving.  We do not subscribe to a “one-size fits all” approach to estate and business planning.  Instead, we have developed a client-centric approach to estate and business planning based upon the individual needs and goals of our clients.

Providing something more to our clients is important to us.  Below are some of ways the Walls Law Firm is different from traditional estate planning firms:

A Client-Centric Approach:  Our focus is the client.  From returning phone calls in a timely matter to taking the time to listen and understand our clients, our first priority will be you!

Reasonable Fees:   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.

Custom-Designed Plans:  Your family, estate, and business are unique.  A “one-size fits all” approach to planning fails to meet the needs of most clients.  Our focus is not to create a legal document, have the client to sign it, and send the client on their way.  We create custom-designed planning solutions, working with clients on titling assets, and educating clients about their planning solutions.

A Dedicated Team:  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 you make sure that your assets are titled in the right way, both now and over your lifetime.

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’s important to you.

Maintenance and Review:  We review your plan at least every 3 years and annually through our Family Wealth VIP Membership program. .  We foster a lifetime, ongoing relationship with our clients.  Throughout your life, things change.  You change; your assets change; your family changes; the law will definitely change.
 

If you are seeking a law firm which is client-centric, which will listen first, and which seeks to create a relationship with you and your loved ones that will last over the course of your life, we invite you to contact the Walls Law Firm.   

Our Philosophy...


In today’s complex world parents seek peace of mind knowing their children’s physical and financial well-being is protected.  Business owners seek peace of mind of knowing their family business will be preserved.  Grandparents seek peace of mind knowing their legacy will be transferred to the next generation.  In essence, we all seek peace of mind.

Estate and business planning is not just about drafting legal documents.  Estate and business planning is about relationships.  Estate and business planning is about communication.  Estate and business planning is about achieving peace of mind.

At Walls Law Firm, our vision and mission is to help our clients achieve peace of mind through planning, protecting, and preserving. 

In our view, estate and business planning is much more than just a set of legal documents signed and hidden away in your home or office.  We believe that estate and business is a life-long relationship designed to help you and your family achieve peace of mind knowing your family, estate, and business is protected and preserved.  

If you would like to begin the conversation of how the Walls Law Firm can help you achieve peace of mind through our estate and business planning, we invite you contact us at 919-647-9599 or at 336-802-1742.



Our Planning Process...

We know, beginning your estate plan is a big step. So our process is designed to ensure your confidence in the planning process each step of the way. Every decision is carefully reviewed with you and yet the entire process doesn't stretch out beyond 8 weeks, so you know that within a single month after meeting with the Walls Law Firm your family could be totally protected.

It's the perfect combination of efficiency and warmth.

The planning process itself begins with an initial meeting that is an opportunity for you to meet with our firm, so that you each can determine whether there is a good fit between you and our firm.

During this initial meeting, Jason Walls will walk you through exactly what your loved ones would have to do and where your assets would go if something happened to you.

You will then be able to determine if there was anything about your current plan (or the state's plan for you) that you wouldn't like and you'll get clear on what you would want to happen if something happened to you.

Assuming there is a good fit between you and our firm, Jason will help you to choose the planning level and fee that is right for your family (we have different planning levels to accommodate your needs - our fees begin at $2,000 and they are all-inclusive, so there are no surprises) and you and Jason will then design a plan that will give you the peace of mind of knowing your family will be taken care of in the event the unthinkable happens.

Sometimes, depending on the level of planning you choose and the complexity of your situation, a second design meeting is needed or a Whole Family Wealth Audit meeting is offered to review your more complex financial matters.

Once your plan has been designed to your satisfaction, you will return to our office about 4-6 weeks later to sign your planning documents. At this point, your family and your assets will be totally protected in the case of your death or incapacity.

In most law firms, the relationship ends there.

But we see the signing of these documents as the beginning of our relationship with your family. This is where our law firm is very different.

After you sign your legal documents, we don’t just send you on your way and wish you luck for the future. Instead, we create an electronic record of all of your legal documents so you can easily access them anytime you need to in the future and then schedule a legacy meeting with you. This is one of the most important meetings of our process because it’s where we:

  1. Ensure your assets are all owned in the right way (you can have the best set of legal documents, but if your assets are not owned in the right way, it’s all been a waste);

  2. Make sure everyone you’ve named to take care of your kids, the money you are leaving behind or you if you cannot care of yourself knows just what to do, if and when something happens;

  3. Capture and plan for your intangible assets – the values, insights, stories, and experiences – you would never want lost.

And this is where we make sure you understand everything we’ve put in place for you and your family.

Then, we still aren’t done! We meet with you at least every three years to review your plan and make sure it stays up to date. If that’s not included in the planning you are doing, the set of documents you get are very unlikely to work when your family needs them.

 

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