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In this video I do two things. Yes, I’m going to show you exactly what an estate planning design meeting with this attorney (me) looks and sounds like, and at the same time, I hope I can simply give you some motivation to take care of your family through estate planning because you’ll see that the estate planning conversation can be really satisfying and rewarding, and not strenuous.

So this video will help you whether you choose to seek out some other attorney or law firm on your own, or whether you say to yourself, “Hey, I think I’ll go online and set up a zoom meeting with Paul or one of their America’s Estate Planning Lawyers on his team. My goal here is to just get people to overcome that estate planning procrastination that can be so costly, in many ways, to families. So, if after watching this or other videos, you work with me or my firm - great. Or if you work with a different attorney or law firm - great. But this should give you some idea of what to expect.

And while I know each attorney has their style or method of attempting to help you create an impactful inheritance, because I suppose there are different ways to peel an orange, I’m going to share what happens, from start to finish, when someone watches one or more of my 600+ videos, or goes to our website (linked in the description below) and says to themselves, “I’m going to schedule one of these estate planning design zoom meetings and see where it goes.”

0:00 Meeting With Estate Attorney
0:38 Goal Is To Get People To Act
1:26 My "First Meeting" Process
2:13 Estate Planning = Eliminating Concerns
2:40 Common Estate Planning Concerns
4:49 Digging Deeper For Better Understanding
5:31 The Magic of Estate Planning
5:48 Other Elements of Design Meeting
6:18 Biggest Mistake