Why Work With Us?
Putting You At The Center Of Your Planning
Before Hiring an Estate Planning Attorney, Understand The Difference
Many estate planning attorneys take a "one-size-fits-all" approach with their clients. They do this so that they can work with as many people as possible in a short period of time.
The problem is that the client has an impersonal experience, and worse than that, this way of planning can lead to unintended results in the long run for the family.
Consequences When Attorneys Don't Listen
When lawyers do not take the time to listen and consider your personal circumstances, the result is that your estate plan (typically not really a “plan” but simply a set of documents) does not end up reflecting what you and your family really want to happen or might think will happen.
And usually there is no regular plan review or updating that your attorney is doing for you, so your plan quickly becomes outdated and does not work when your family needs it most.
Even though you may pay less up front to get a standard set of documents (even if the documents might feel customized for your family), things end up much more expensive in the long run.
Plus, you leave your family at risk of having to deal with an expensive, unnecessary and public court process during a time of grief.
Thank you for your interest in our law center and our comprehensive, curated estate plans. We strive to be the trusted estate planning adviser and educator in the Lake of the Ozarks community and throughout Mid-Missouri.
O'Donnell Law Center is right for you if you want to know that your plan will actually work when you and your loved ones need it the most.
If all you want is a set of legal documents, there are plenty of online resources you can use to create them or you can go to a traditional estate planning lawyer.
If what you want is to know you have a plan in place that will work when your family needs it, will keep the people you love out of court and out of conflict, and will keep your assets out of the hands of the government, then we might be the right fit for you.
Here Are Some Of The Ways We Are Different From Most Other Estate Planning Lawyers
- 1All of our fees are fixed fees agreed to in advance. At our initial meeting you will choose the level of planning and fee that works best for your family, so there will never be any surprises.
- 2We keep you informed and make sure your plan works when it is needed. We do not just prepare a set of legal documents for you and send you on your way. We make sure your assets are owned in the right way, we make sure your children’s well-being is properly planned for, and we ensure everyone you have named in your plan knows what to do if anything happens to you.
- 3We review your plan at least every three years for all clients, and annually through our Family Wealth VIP Membership Program. We foster a lifetime, ongoing relationship with our clients. Throughout your life, things change: you change, your assets change, your family changes, and the law will definitely change. When planning with us, your plan will keep up with those changes.
- 4We have a process for helping you make sure that your assets are titled in the right way, both now and over your lifetime, to make the planning process incredibly easy and painless for you and your family.
- 5We help you get your assets in order by preparing an Asset Inventory of everything you own, for you to use as a checklist to make sure all of your assets are titled in the best way possible to transition them to the people and charities you love after you are gone, and for your heirs to use as a roadmap for locating all of your assets so that nothing is lost to Missouri Treasurer's Department of Unclaimed Property.
- 6We promote legacy planning because it’s about a lot more than money. We believe that planning is about much more than just the transfer of your financial wealth. For each client, we walk you through a process to help you transfer your most important personal wealth to your loved ones, including your intellectual, spiritual and human assets - who you are and what’s important to you.
Before you engage an estate planning lawyer to help you plan for the well-being of your family and loved ones, there are questions you need to ask. You need to ensure that the estate plan you put in place will really work when your family needs it and won’t end up just a pile of worthless paper after you are gone.
Do not let a set of legal documents become false security that keeps you from doing what’s best for your loved ones.
No Time For Mistakes
Learn The Six Major Mistakes Families Make When Choosing An Estate Planning Attorney ... And How To Make A Loving Choice For Your Family
Let me help you protect the people and things you love to make sure they stay out of court and out of conflict.
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O'Donnell Law Center
1026 Palisades Blvd.,
Osage Beach, MO 65065
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