Our Differentiator

We adopt an ‘education first’ approach so you can make informed decisions for your family wealth plan

You fill out a generic questionnaire and documents are prepared with minimal-to-no education

The planning and design meetings for your plan will be handled by our lead attorney, Snehal Patil, Esq. who has 20+ years of legal experience

Often times, estate planning meetings are conducted by inexperienced junior attorneys or paralegals who follow a set script to quickly wrap up your estate plan

We prepare customized plans for each and every family to account for their goals, values, assets, and family dynamics

They adopt a one-size-fits-all approach for every client so much so that every estate plan prepared by them is near identical in its legal provisions

We build relationships; with you, your family, and finally your advisors and agents to provide wholistic life-long support that you can count on

They are ‘churners’ of estate plans who attract you by offering heavy discounts for plans that eventually fail when your family needs them the most!

We conduct Legacy Interviews so you transition not only your financial wealth but also your family values, family stories, and family history to future generations

No such focus on doing anything beyond the bare minimum estate planning; they adopt a ‘one-and-done’ approach to keep costs low

Advanced estate planning documentation with a robust revocable living trust and ancillary documents

Basic estate planning documentation with one simple revocable living trust and some supporting documents

We devote an entire session to design your estate plan so that all the elements in it are exactly how you would like; of course, with our guidance!

They do not conduct any design meeting; instead, it is a ‘pre-fix’ menu with few options to choose from and no wriggle room for proper customization

We provide a robust Kids Protection Plan® so that your minor kids and/or adult kids (if any) are fully protected from all scenarios, including death and incapacity

They only include basic guardianship provisions in a Will that works only if you pass away but not if you are incapacitated or meet with other family catastrophe

We prepare an Owner’s Manual so that you, your family, and your backup decision makers know exactly what they should do to manage your estate plan

No such documentation or guidance provided for your future trustees, executors, guardians, or agents, who are left to fend for themselves or hire an ‘hourly’ attorney

We create fiduciary letters that provide role-specific guidance to your backup decision makers

No such documentation or guidance provided for your backups

You will also be provided a full color diagram of your estate plan so you can visualize the structure of your trust in an easy to comprehend format

No diagrams or easy to absorb materials are provided; legal documents are cumbersome for most clients to understand

We use industry-reputed estate planning software and systems that are used by the best estate planning law firms in the U.S

They typically have one set of outdated templates which are used to prepare basic, copy-paste estate plans. Templates have not been updated in years!

We conduct a comprehensive U.S.-wide asset search to find any unclaimed or lost assets you own

They do not conduct any asset searches and simply rely on you to provide your asset list. If you miss, tough luck!

We prepare a detailed asset inventory to ensure that all of your assets are accounted for, aligned with your goals, and properly titled to your trust

No exhaustive asset listing is done; often times, assets are left out or not correctly titled to your trust which will turn out to be a very costly error for your family

We offer a Wealth Plan for busy professionals who prefer that we take care of transferring all of their assets to their trust

It is your sole responsibility to ensure that all your assets are transferred to your trust, which can be a cumbersome, time-consuming, and frustrating process

Our attorneys are experienced business lawyers and will also handle transfer of any businesses owned by you

Many estate planning practitioners have little knowledge of corporate laws and are unable to handle these matters

Our attorneys are experienced asset protection practitioners and can customize an estate plan to protect your assets against bankruptcy, car accidents, divorce, remarriage, lawsuits, taxes, and government claims

They typically do not offer any asset protection guidance. Most estate plans only include basic probate avoidance terms, that too only for those assets that you transferred to your trust

If you are a business owner, we also offer business succession planning services and asset protection for your business assets

No business asset protection or succession planning services are offered by most estate planning providers

We are well-versed at creating irrevocable trusts that help minimize your potential gift tax, estate tax, and generation-skipping transfer tax exposure

Most small to mid-size law firms only offer basic estate planning services and do not have capabilities to take on more advanced estate planning

Our attorneys are also licensed to practice law in India and can offer estate planning for your assets in India

No such services are offered

We can draw up on our nationwide network to support you throughout the United States and in India

No nationwide or cross-border capabilities

We provide a 90-day post-signing warranty which covers one free change to your estate plan if done within 90 days post-signing

Any post-signing changes will incur additional charges; often times, appointments to make such changes are not available for several weeks or months post-signing

We conduct a Family Meeting to educate your family about your estate plan and to create a support system for them to reach out to when you are impacted

No such meeting is held or even visualized! Your family will not know what to do or even who to approach when you are incapacitated or pass away

We offer complimentary three-year reviews of your estate plan to ensure that all your assets are correctly titled to your trust, and recommend updates based on then-current laws and your family changes

No periodic reviews are conducted; onus will be on you to reach out to them to figure out if you need to update your estate plan and then wait for a paralegal or admin to respond

We offer a FamilyCare Program for those clients who prefer annual reviews and updates to their estate plans

No ongoing program; original engagement terminates when your documents are signed and new one will need to be re-established

Conduct regular webinars and live-events to keep you updated on legal and practical developments relevant to you and your family

Minimal-to-no ongoing education which leaves you unaware of critical developments that would be relevant for you and your family

We are part of a nationwide network of Personal Family Lawyers® who are able to assist you with all your estate planning and wealth planning needs

Unless you engage a top law firm, most estate planning practitioners simply do not have the resources or systems in place to support you and your family long-term

After your foundational estate plan is signed, we will connect you with our ecosystem partners, including financial planners, wealth planners, life insurance brokers, valuation experts, etc. who can guide you on comprehensive family wealth planning strategies

No such support system exists or is offered where you can get guidance beyond setting up a basic estate plan. You will have to deal with multiple vendors who will each offer disjointed services without any cohesive strategy for your family

We also offer post-death Trust Administration services so that your executor and trustees can distribute your assets as per your wishes

They typically are unable to handle anything beyond basic estate planning documentation