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"When you have an asset, it's in your best interest to start thinking about how you want your life to look and feel. You want to start curating your life. And part of that is to start thinking about the future.
We get the opportunity to do things that are hard, but they're important. What's all this for if it doesn't support you and your family and your dreams?
I have friends who did it after they accumulated their wealth and it was a lot more expensive. I'm lucky that I have you to help me, because if not I would have been lost. I feel extremely comfortable and happy, and I'm extremely grateful for you for helping design what all this looks like."
~ Beatrice Dixon
"I don't want my kids to have the angst I had when my mom passed away.
Thanks to The Saunders Firm, I was actually able to accomplish the things I said I was going to accomplish since 2010.
I was trying to remember all the steps and I don't. All I remember is it was really simple. Once I contacted you, you were on it. I didn't have to think hard about it. I just checked the things I wanted covered.
I feel very comfortable, confident, and assured that all my estate will be handled properly, that my kids have all the information they need, there won't be any angst or worry or anxiety. It's all laid out."
~ Brenda Wood
Ferne Sapp works in travel and ministry. Through her work in ministry, she noticed a lot of people weren't fully prepared and their families were left to clean up the mess. She didn't want to leave that type of situation for her kids, so she contacted our firm.
She said she "loved the video explanations about what the process was like" and thought our process was "extremely educational."
Now she feels "so prepared...like my family is going to be in good hands and won't have to try and figure it all out."
~ Ferne Sapp
I helped Kittie and Gary Barth update their +15 year old estate plan when Kittie’s dad died. They were on vacation at the time, but they were “never worried about the process or how long it took” because “it was explained real well. Better than could be imagined.”
Kittie said it was so easy “I could cry. I can't tell you how easy, how comfortable, and you just made it so simple and easy it's a dream come true.”
Gary said “I don't want to have an attorney. I want Amber.”
~ Kittie & Gary Barth
Congratulations, You Made It! Now What?
Where You Are:
Where You Want To Be:
Here’s the simple truth
You can prevent needless angst and drama, provide for your loved ones, ensure your business and assets survive, and set the stage for future generations by designing the right Estate Plan.
However, most people don't end up with the right plan because thinking about the future is uncomfortable, confusing, and difficult when distracted with needs of daily life.
We are the only firm that helps successful business leaders stop worrying about the future so they can start living in the present.
Let Me Introduce Myself
Hey there, my name is Amber Saunders. I founded The Saunders Firm after paying my way through law school with a small tutoring business.
Early in my career, my grandmother passed away. She was prepared. Then a little later my uncle passed, and he was not. The difference was dramatic. I realized I wanted to help families prevent the pain, confusion, and needless waste that comes from an unprepared death.
I thought Estate Planning would be easy - you just fill out some forms, right? It turns out there's a lot more involved than that. I searched everywhere for the best solutions. I joined mentorship programs, bought expensive software suites, and hired consultants. But nobody knew how to do Estate Planning for successful leaders who wanted to stop repeating family history and pass on a legacy of success.
So I set out to solve the problem on my own. I created educational material, streamlined the design process, learned how to capture important thoughts and wishes, and much more.
The solution worked so well that people started asking me to do their Estate Plans too.
After working scores of clients, I've learned one thing: a good estate plan isn’t just a collection of legal clauses. It’s the last love letter you’ll ever write.
The truth is, you can create an amazing estate plan effortlessly and finally get the guilty feeling off your chest.
How To Finally Finish Your Estate Plan
Step 1: List Your Assets
Old Way
When you work with other attorneys, they will ask you to write down your assets and decide how you want those to be split up among your heirs. Then they will draft your Estate Plan and hand you a binder full of technical legal documents, which you will most likely place on your shelf and never look at again.
New Way
When you work with us, we'll give you a worksheet to help you collect and organize all of your assets, including your accounts, logins, etc... We'll then walk through that asset inventory with you to ensure it is complete and accurate. Then we'll draft your plan but allow you to manage it through the inventory instead of forcing you to learn legalese.
Old Results
There are a ton of problems with the old way of doing things, such as:
- Not listing all your assets
- Not understanding what qualifies as an asset
- Not clearly explaining asset ownership (ex: if you are part of a joint venture)
- Not including important context, like account numbers or passwords
- Not creating a user friendly document to track all of this
- Not having backups or a failsafe mechanism
- Not updating this information over time
If things aren’t done correctly the first time around, you’ll be leaving your family a giant mess during one of the most traumatic times in their lives. They might even have to go through Probate.
New Results
Since you are writing all of this down anyway, we want to make sure we capture and store all of the information in a way that's easy to manage and understand. It looks like this:
- Create a full inventory so your family doesn't have to (include name, location, account number, value, etc...)
- Specify what assets have beneficiary designations and which ones don’t
- Keep a duplicate record of this in case you lose your copy
- Update your assets regularly so you don’t risk probate
- Ensure your estate plan includes a CYA (cover your ass) Will, just in case you forget to mention that crypto wallet you forget in the sock drawer.
Key Insights
Most attorneys just assume you want what everybody else wants. Even if you don’t, the want to keep things simple so they can avoid mistakes and keep a healthy bottom line. But this isn’t best for you…
- You need an "asset inventory" document that stores all of your assets, accounts, logins, etc and can be easily passed down and managed by future generations.
- You should keep this document up to date so you can avoid probate court and keep things easy for your loved ones. And remember: if you update your asset inventory, then you need to update your Estate Plan as well.
- You can use this document to educate your loved ones about managing wealth and assets. This is a valuable lesson that can be passed down to future generations and set them up for success!
Step 2: Design Your Plan
Old Way
Most attorneys will ask you what you want to happen to your assets. Sometimes they will guide you through the various options, although a lot of lawyers will try skip this and just assume you want the basics. What almost nobody does is helps you take a step back and look at the big picture. Nope. They leave you to figure stuff out on your own.
New Way
Our firm is different. We believe that you are the only person who can design the ideal future, but you need to understand your options in order to do that. So we provide a 1-on-1 design session where we build the future with you. We start with the big picture questions and then guide you through the details.
Old Results
If you dive into creating an Estate Plan before getting clear on what you want, it will be too hard. You’ll end up trying to make your plan look like everyone else’s or just adopt the very “lawyer-like” language they use in a template. In the end, you’ll end up with a plan that doesn’t represent your will. You’ll have gone through all that work and expense just to feel disappointed and frustrated.
New Results
When you work with us, we'll guide you through a series of questions so you can get clear on what you're trying to create. Our 1-on-1 design session will help you effortlessly dig into the details so that everything works exactly the way you want. We'll even use a whiteboard to diagram everything out so that you can see the full plan in action. Our process will leave you feeling happy and confident.
Key Insights
Most attorneys are focused on getting your current assets into the legal documentation. This is important, but if that's all they do then you're missing out on a ton of additional value:
- How are you going to design a complex legal document if you can’t picture it in your mind first? It doesn’t work! That's why we have a database of questions that help you get clear on what the future should look like.
- You can't envision the ideal future if you don't know what your options are. That's why we walk you through the design process 1-on-1 instead of leaving you to figure things out on your own.
- We find it's much easier to understand the plan when you map it out. That's why we literally draw out your plan on a diagram so you can see all your assets and how everything works.
Step 3: Draft Your Documents
Old Way
You hand over your list of assets and designations to your lawyer. They never ask questions, so you just assume everything is being taken care of. You call in once to ask some questions, but upon being billed for $63 you decide to never do that again. You finally get your documents and get an email with instructions for doing something at the bank, but you get distracted and forget about it. As time goes on, you relocate, your children become adults, and many other changes occur. You don't call your lawyer because they charge you for every change. The plan is done, and that's good enough, right?
New Way
When you work with us, we will confirm your design within 7 days. We'll summarize your plan so you can spot errors in our understanding and correct them on the spot. Once we start drafting, you can call and ask questions without being billed or penalized - and unlike other attorneys, we'll actually answer the phone and respond to your emails with more than 3 words. Once we finish, we schedule a meeting and walk you through everything to ensure you understand exactly what you need to do to finalize the plan and maintain it. And if you have our membership, you get free lifetime updates.
Old Results
Many years later when you become incapacitated or die, your family finds your Estate Plan, only to discover the plan is inaccurate, outdated, and doesn't match what you've been telling them for years. A series of arguments and disputes arise over these differences. Your estate must pass through Probate because the plan is completely useless. Everything is very messy and public.
New Results
You will feel confident and engaged because we keep you up to date at every step of the process. You are always clear about what's going on and have the ability to jump in and ask questions or correct problems. We will hold you accountable at the end and make sure you actually finalize your plan. We also check in and help you keep your plan updated so it is accurate and works.
Key Insights
The devil is in the details, but most lawyers try to gloss over those because that's where all the hard work is done. They want to keep their hourly rates high instead of delivering a great service.
- Your lawyer should provide you with a summary so that you can ask questions and flag errors. This is opposite of how most firms operate, where they just assume they have it right.
- You should never be penalized for asking questions or correcting mistakes. The reason this happens is because you have purchased a cheap solution where they only make money by avoiding "extra" work, so they will ignore your phone calls and bill you for questions to maintain their profit margin.
- You must keep your plan updated over time. That's essential! It's also the hardest part because most people forget or focus on the bill instead of keeping their plan viable. We have a subscription service the eliminates this problem.
Step 4: Include Your Family
Old Way
Virtually all Estate Plans involve other people - family members, friends, etc... These people may have specific roles to play in the execution of your plan, or they may be heirs and beneficiaries of your plan. But in many cases, they never get informed about their role or educated about what their responsibilities are. This can be quite surprising and isn't a good way to operate.
New Way
This can be a sensitive subject and we understand if you're uncomfortable reaching out to have these conversations. With your permission, we can contact the people listed in your plan and notify them of their role. Better yet, we can explain their responsibilities and answer any questions they may have. We'll even hold a special meeting for your entire group.
Old Results
Not informing people ahead of time can create all kinds of problems. Your key role players may not understand what to do, they may not even be willing to be in that role and refuse to participate. Your heirs may believe they are entitled to more than what you left them and start fighting. Your family may not even know you have an Estate Plan or how to find it or your asset inventory.
New Results
It's important that everyone is on the same page and feels comfortable with their role and responsibility. If they aren't comfortable, you need to know that ahead of time so you can name someone else who can carry out your wishes when the time comes. This can prevent all of the problems and confusion and allow your family to come together and focus on what matters most.
Key Insights
It's important for you to understand how Estate Planning works, but it's equally important that your loved ones know as well. This can prevent all kinds of problems and drama from arising.
- Notifying people ahead of time allows you to name replacements if they are unwilling or unable to complete the duties you have for them.
- It's important to educate people about their role and responsibilities so they are prepared when the time comes and can make sure your wishes become a reality.
- You can resolve a lot of questions, concerns, and confusion by bringing everyone together on a group meeting where they can get education and answers.
Step 5: Leave Your Legacy
Old Way
Filing your Estate Plan is the first step in taking care of your family's future. As long as you keep things updated and inform everybody, things should go smoothly. No drama, no Probate. And as far as most law firms are concerned, that's all there is to it. They don't help you leave mementos or messages for your family. They won't help you think through the emotional side of things.
New Way
We understand that the legal documents are just the first step toward leaving a legacy. Once we finish drafting your documents, we bring you through a legacy interview and create a time capsule with information about who you are and what you stand for. It's a way to be emotionally present and celebrate with them even when you're no longer around physically.
Old Results
The problem with this approach is that although you've taken care of your family's financial future, your passing will leave an emotional void. You haven't given them a story or a legacy to carry forward to future generations. Your loved ones will be left to sort through your belongings and old text messages until they find something to remember you by. Is that how you want things to end?
New Results
Think of this process as the last love letter you'll ever write. We want to make it amazing! We'll help you craft special messages for big events like weddings, birthdays, and anniversaries. We'll help you write down your guiding principles and the values you stand for so that your spiritual legacy is passed down along with your assets. This is the way to great true generational wealth.
Key Insights
Estate Planning is more than just a binder full of legal documents. It more than just a transfer of physical assets. It's the opportunity to create generational wealth by passing down wisdom and emotional support. The 1% understand this and always make sure to:
- Pass down their wisdom, values, and guiding principles so future generations don't have to reinvent the wheel or wonder where they came from and what brought them to this point in the family legacy.
- Design a personal brand for the future of their family. To lay down a trajectory of success and motivate future generations with a powerful vision of hope and success in every dimension of life.
- Comfort their loved ones during big events instead of leaving a void. Taking initiative to guide their family emotionally and spiritually instead of forcing them to pick out their own memories.
Step 6: Maintain Your Plan
Old Way
Most lawyers believe their job is done when the Estate Plan has been filed. The legal documentation is complete and you're completely covered. For now, that is. Many firms don't even bother to ensure you take the necessary steps to finalize your plan by transferring assets and similar tasks. And the remaining few don't keep you accountable over the years.
New Way
We understand that filing your Estate Plan is really just the beginning. Maintaining an accurate plan is where the real value is at. Most law firms don't want to do this part because it requires extra work. They try to charge high hourly rates for every little question or change. Compare that to our membership program where we provide free lifetime updates and a 3-year review.
Old Results
Your children grow up. Your assets change and evolve. You relocate. Some of the members on your Estate Plan grow distant or pass away. Laws and regulations change. And if you aren't updating your Estate Plan with these changes, then it's gradually becoming more and more outdated until it's completely useless. Without maintenance, you might as well skip it altogether.
New Results
Having a membership gives you the ability to maintain your Estate Plan over time, but it's more than just that. We help you maintain your asset inventory and hold a second copy just in case yours gets lost or damaged. We provide lifetime support so your family knows exactly what to do and who to call if anything should happen. We'll even distribute your legacy messages at the appropriate times.
Key Insights
Creating the Estate Plan is a great first step, but it won't count for anything unless the plan is maintained over time. That's where our subscription model comes into play. With it, you can...
- Get a secure backup of your asset inventory, free lifetime updates, and a 3-year review to ensure you are properly maintaining your plan.
- Have a single point of contact where your family can go to get instructions or ask questions when it's time to use the Estate Plan.
- Distribute your time capsules at the appropriate times when big events happen such as weddings, anniversaries, birthdays, and more.
All You Need To Do Is...
So What Are Your Options?
Do It Yourself
You could always do this yourself. In fact, I’ve already given you the tools and templates you need to get started. The problem is it’s going to be time consuming, think +20 hours of research minimum. There are a TON of intricate details you need to be aware of - more than I can possibly share with you here. In fact, chances are you will need to pay for at least a few hours of +$300/hour attorney fees to get clear on exactly how things work.
Doing this is still cheaper than the other options, at least up front, but you’ll never truly know if things are going to work until you put it to the test. And at that point, it will be too late to make changes. You’ll be leaving your family with all the baggage for the mistakes you made.
Hire An Attorney
Most people recognize this type of work is worth paying for professional help. The question is, how do you tell which Estate Planner really understands the problem and has your back?
You could rely on Google Reviews, but those usually just mean the attorney is friendly, not necessarily skilled. After all, they don’t know whether their plan works until long after the review.
If you combine Google Reviews with the checklists I’ve provided, you should be able to identify a high quality provider, but even then it can fail if they are missing steps toward the end of the process. This will only show up AFTER you have paid the initial fees.
For example, you might discover they talk a good game but then neglect you during the fulfillment, they don’t answer their phone or email, and you are left hanging with no good options other than to beg for a refund.
Work With Us
If you want a Designer Estate Plan and guaranteed satisfaction, then you’ll want to work with the Saunders Firm.
You’ve already sampled some of the techniques we use and there is much more where that comes from…
Let Me Help You Succeed!
I’ve worked with 192 business owners just like you and achieved fantastic results.
Why Work With us?
So how does it work?
Build Your Asset Inventory
Before, when you wanted to share your assets with your Estate Planning attorney, you would need to create your own list, specify exactly what happens to each asset, and hope the Estate Planner understands everything. Sometimes they would provide a form or checklist for you to use, but in most cases you would be left to your own devices.
We’ll never leave you out to dry like that. When you work with us, we’ll…
- Send you proprietary templates to record your assets (see below);
- Provide clear instructions on how to specify what happens to each asset, as well as a simple template for documenting those requests;
- Help you catalog your assets and confirm that the list is accurate and complete;
- Send you a summary of the assets and a second confirmation before we draft anything, just in case something slipped your mind during the first call;
- Store a duplicate copy of your Asset Inventory in case yours is lost or damaged.
Guided Design
In the past, if you wanted to design your own Estate Plan, you would have to hire an attorney at an hourly rate, tell them what you wanted, and hope they were able to get everything right on their first attempt so you didn’t have to keep racking up hourly fees for every change. The structure of that arrangement virtually guarantees there will be mistakes.
With my firm, you’ll go through a step-by-step process that helps you design the Estate Plan of your dreams without racking up huge attorney fees or having to sacrifice on quality. You can have your cake and eat it too!
Summary Review
I’ve worked with many clients who already have Estate Plans that failed to capture their wishes. This happens all the time, and it’s because many lawyers don’t do the hard work of explaining how everything works and making sure you, the client, are fully satisfied with the plan.
But isn’t that what you’re paying for in the first place? This is a critical step, and yet it’s so often missed. Well, not anymore. When you work with my team, we prioritize this part by using visualizations to explain everything in an easy-to-understand way.
Concierge Drafting
When you work with other firms, you’ll send them your info and then wait for weeks without knowing what’s happening. This is beyond frustrating and can ruin the whole experience!
We understand the importance of good communication, and we don’t skimp on it. Here’s what you can expect when you decide to work with us:
- Family Wealth Planning Session
We design your asset inventory and have it ready for your design meeting. We will go over exactly what would happen to you and your family if something comes up and then you will know exactly how to plan around anything that does not match your desired directives. - Day 1
We take everything that we designed together and start working on your summary to confirm your plan - Day 7
You receive your summary of information for you to review. - Day 14
You return your summary to us with missing information and any corrections, if applicable. - Day 15
We review your changes and we start drafting. - Day 30
We have your signing ceremony where we review your entire plan and present it to you for signature. If there are any changes you see that need to be made, we make them on the spot. - Day 45
We deliver your full estate plan binder as well as electronic copies of all files.
Time Capsules
Even if you made it through the typical Estate Planning process without errors or omissions, chances are you would still need to develop your own strategy for passing on your emotional and spiritual legacy. Most Estate Planners simply aren’t in the business of helping you do that.
We are.
We understand that Estate Planning isn’t just a set of legal documents. It’s the last love letter you ever write, and it’s important to write something that will resonate with your loved ones as well as generations to come.
Family Support
Usually, when you get an Estate Plan from another attorney, they give you a set of documents and call it good.
But there is so much more to do! And one of the key elements is to make sure everybody is notified and understands exactly what their role is.
Unlimited Changes
Last but not least, how do you keep your shiny new plan updated over the years?
In most cases, you’d have to pay hourly fees every time something changes. And let’s face it, that’s not the kind of arrangement that encourages you to follow through. The costs are ambiguous and it feels like you’re being penalized for doing the right thing.
We offer a special VIP plan that allows you to set a budget and forget it. We’ll touch base with you on a regular basis and ensure everything is updated and fully documented. We’ll also modify your plan as needed, at no extra cost, so you can tweak things down the road if you realize you don’t like the way you set things up originally.
- Initial Drafting
We’ll provide you both physical and digital copies of your Estate Plan, as well as your Diagram and Asset Inventory. - Year 1
We’ll reach out to schedule a meeting where we can update your assets and anything else that has changed. - Year 3
You will get an email reminder to reach out to us if there are any changes every three years thereafter during the life of our relationship - As needed
VIP Members can reach out and update their plan at any time and for any reason.
Are you Serious About Financial Freedom?
Now if you wanted to get this job done before using a regular flat rate service and paying for hourly fees, it would cost you at least $40,000. Ultra wealthy clients don’t even blink at a price point like that, but of course it’s simply out of reach for most people.
When you work with our firm, you will get this level of value for a fraction of the cost.
Here’s what you get:
- Asset Inventory
Develop a foundation of wealth with an accurate list of your assets that stays updated and store a secure copy with us, just in case. - Guided Design
Skip the research and guesswork and design the Estate Plan of your dreams at a faction of the time it would take otherwise. - Summary Review
Prevent simple mistakes or misunderstandings from derailing your plan. We’ll catch potential errors with our thorough review process. - Concierge Drafting
Enjoy an elite level of service! We’ll keep you notified throughout the drafting process and you can ask questions or even make changes. - Time Capsules
Leave a spiritual legacy for the people you care for most. This is the last love letter you’ll ever write - we’ll help you make it amazing! - Family Support
Notify your family and friends of your new Estate Plan and their role in it. This includes a group call so everybody can ask questions and get comfortable. - Unlimited Changes
Update your plan at any time, for any reason. The #1 reason Estate Plans fail is because they are outdated. We’ll keep you up and running the entire time!
Instead of paying +$40,000 for these services, which the top 1% routinely pays, we are offering this to you for a fraction of the cost!
All you need to do is book a free meeting.
Hurry! We Have Limited Seats
Get A Free Asset Inventory
Now, because you are reading this article, I’m going to do something special:
For a limited time, I’ll be giving you a Family Wealth Planning Session at no charge. During this call, we’ll build out your Asset Inventory and you can keep that regardless of whether you decided to move forward or not.
Act now, There Is Zero Risk
How To Get Started
So let’s wrap things up. Here’s what you get if you decide to move forward today:
- Asset Inventory
- Guided Design
- Summary Review
- Concierge Drafting
- Time Capsules
- Family Support
- Unlimited Changes
If you act now, I’ll also throw in a free Family Wealth Planning Session, and you can keep your Asset Inventory regardless of whether you decide to move forward with us or not. Just remember, I can only work with 20 clients at a time.
Grab a spot now! There’s literally no risk. You’ll have 14 days to evaluate our service and can get your money back at any time for any reason. All you need to do is book a free meeting.
