Your Family Wealth Planning Meeting: The First Step to Peace of Mind

Estate Planning is Easier Than You Think family wealth planning meeting

At Lexern Law Group, we aim to make the process of protecting your family as seamless as possible. Many of our clients in Illinois and Wisconsin come to us feeling overwhelmed by the legal complexities of wills, trusts, and probate. Our Family Wealth Planning Meeting is designed to remove that stress. It is an educational, proactive, and gentle process designed to give you total peace of mind knowing that your legacy is secure.

What is a Family Wealth Planning Meeting?

Unlike a traditional “free consultation” that often feels like a high-pressure sales pitch, we dedicate two full hours to your Family Wealth Planning Meeting. This time is an investment in your family’s future. During this session, we dive deep into your goals, your business structure, and your family’s specific needs to identify exactly what is required to protect you.

Our Three-Step Getting Started Process

1. Preparation: Getting Your Legal Life in Order

Before we meet, we send you a comprehensive information package. This “homework” is the first step in organizing your financial and legal life. By completing this before our Family Wealth Planning Meeting, you begin to see exactly what you own and how it is currently titled—a process that many clients find incredibly clarifying even before our meeting begins.

2. The Discovery Session: Identifying the Gaps

During our two hours together, we guide you through a “legal fire drill.” We look at exactly what would happen to your assets, your business, and—most importantly—your loved ones if something were to happen to you today. This discovery process often reveals hidden risks, such as assets that would be stuck in a long probate court process or guardianships that haven’t been legally secured.

3. The Customized Roadmap

Once we have identified the gaps, we don’t give you a “one-size-fits-all” document. Instead, we help you choose the right Level of Planning that fits your specific goals and budget. You leave the meeting with a clear roadmap, a fixed fee (no hourly surprises), and the confidence that you are doing the right thing for your heirs.

Why Business Owners Need This Meeting

For our business owner clients in Libertyville, IL, and Milwaukee, WI, the Family Wealth Planning Meeting serves a dual purpose. We look at how your business succession plan integrates with your personal estate. We discuss asset protection strategies to shield your personal wealth from business liabilities and ensure that your company can continue to thrive or be transitioned smoothly to the next generation without internal conflict.

The “Lawyer for Life” Relationship

The support doesn’t stop once the meeting ends or the documents are signed. As your Lawyer for Life, we stay in touch throughout all of life’s changes. Whether you welcome a new child, start a new business venture, or experience a shift in tax laws, we are here to ensure your plan evolves with you. An estate plan is a living strategy, and our ongoing relationship ensures it actually works when your family needs it most.

Schedule Your Family Wealth Planning Meeting Today

If you are ready to move from uncertainty to total security, we invite you to take the first step. Our clients routinely tell us, “If we had known it would be this easy, we would have done it years ago!” Join our client family today and experience the difference of a truly client-centered legal approach.

Ready to protect your legacy?

Call: (847) 777-6838 (IL) | (414) 810-7070 (WI)