estate planning business planning Life Planning

Buyer Need to Beware When it Comes To Estate Planning and Business Planning

We’ve all heard the term “buyer beware.” Surprisingly, that phrase often applies when consumers begin researching Wills and Trusts for Estate Planning and LLCs and Corporations for Business Planning

Most people think they need a lawyer to prepare these important documents, but that’s actually not the case. The American Bar Association estimates that only 3% of lawyers in the U.S. are competent in the area of tax and estate planning. The California Bar Association estimates that fewer than one-half of one-percent (0.5%) of lawyers are competent in this complex and ever-changing area of law. And IF you can find a competent Estate Planning lawyer, you’ll pay big bucks, often starting at $4,000 – $5,000 and up!   

If only 3% of lawyers can look at a Trust document and determine its quality and effectiveness, how can we as consumers possibly know if the Trust we’ve acquired is any good? Truth is, there’s a great deal of sub-standard work in the area of Wills and Trusts. Put less diplomatically, there’s a lot of bad work out there! As in life, there’s usually one or two ways to do things right, and about a million ways to mess things up!

And so, dear consumer, it’s incumbent on YOU to do your due diligence in this ‘buyer beware’ marketplace. Take a closer look and you’ll see that Life Planning, Inc. is uniquely equipped to serve all of your estate and business planning needs.

Warner Lewis III, Founder of Life Planning, Inc., is a Certified Legal Document Preparer with more than 27 years’ experience serving the legal needs of thousands of families, business owners and real estate investors.

Warner and Life Planning, Inc. are certified by the Arizona Supreme Court to give consumers general legal information and legal document preparation services. You’ll enjoy a streamlined process and a sophisticated result – better, faster and more cost-effectively than through traditional legal channels.

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⭐️⭐️⭐️⭐️⭐️ It was such a great experience. We received excellent service. The office and especially Warner went above and beyond to accommodate our needs. He is very knowledgeable and took extra time and effort to explain every little detail. Very satisfied with the service. – Suzanna R. Phoenix, AZ