Your family, your assets, and your legacy deserve the
exceptional care and protection we provide here at Pile Law Firm. When you
seek our help with your estate planning
– the process by which that care and protection are secured – you’ll find we do
things a bit differently than other law firms. Of course, that’s what makes our
estate plans so effective … and our clients all over Southeastern Pennsylvania, other
areas of the state, and parts of New Jersey love us so much.
If you’re ready to begin creating your own estate plan and
would like our help, here’s how to get the ball rolling with us and what you
can expect. You’ll see that, once we engage with you, the steps we take to help
you achieve your goals really are unique.
Schedule Your Personal Family
Wealth Planning Session
All you have to do is call our office at 610-718-6368. We’ll
schedule an appointment time that works best for both you and E. Nego Pile, who’ll be your personal family lawyer.
He sees clients Monday through Friday, and he even offers evening or weekend
appointments to make planning as convenient for you as possible.
When you schedule your personal Family Wealth Planning
Session, we block two hours on our calendar so Nego and our team can focus
entirely on you and your family during this time. We’ll send you a package of
information with forms to fill out before we meet. Don’t fret: The forms are
simple. Look upon them as gateways to getting your legal affairs and finances
We charge a $750 planning fee for our Family Wealth Planning
Session, and if we end up creating a comprehensive estate plan for you, that
fee is applied to your legal fees for the lifetime of the plan.
In some circumstances, we waive the planning session fee and
let clients secure their appointment times with a credit card number instead. If
you’d like more information on how this works, please call us at 610-718-6368.
We understand that this policy of securing your appointment
with a credit card may seem unique. But why shouldn’t it be? As we said, our
law firm is unique. We provide the very best service to families looking for a
long-term relationship with someone they’d like to regard as a trusted advisor.
Most of our energy is spent providing an exceedingly high
degree of service to those we take on as clients. This has prompted us to limit
the number of new clients we see each week so we can focus on the clients we already
have. We take referrals only from trusted professional planning partners, too.
As a result, we must secure your appointment time so if something comes up and
you can’t keep it, we have enough advance notice to open the slot to a waiting
How to Prepare for Your Planning
About three days after scheduling your appointment, you’ll
receive a mailer containing your Family Wealth Inventory & Assessment Worksheet
and other important information.
You’ll need to review this material carefully, fill out the
worksheet, and return the worksheet to us at least three days prior to your planning
session. Feel free to call our office at any time if you have questions or need
assistance completing the worksheet.
If you have existing estate planning documents, please make
sure we have them in our office at least a week before your planning session so
we can review them in advance.
What to Expect the Day of
Your Planning Session
You’ll spend anywhere up to two hours meeting with Attorney
E. Nego Pile. This meeting has two purposes:
- To identify whether or not there’s a good fit
between you and Nego, who, if you sign on with us, will become your personal family
- To educate you about the law and what would
happen if you died with your current plan or no plan in place.
By looking at what likely would happen under your current
plan, you can better identify what you would want to happen instead.
Nego can then guide you in making the kind of decisions that stand the best
chance of bringing your desired scenario about.
Assuming you and Nego feel you’re a good fit with our firm, he’ll
document the decisions you’ve agreed upon, and you’ll have the peace of mind
that comes from knowing your family will be cared for the way you want them
cared for after you die or if you become incapacitated.
What Happens After Your Planning
With the design of your estate plan completed, you’ll meet
with our Plan Coordinator who’ll review your assets to ensure that everything
you own is titled for maximum protection. Then our Plan Coordinator will
schedule you for another meeting to be conducted approximately four weeks later.
This is when you’ll sign your planning documents.
The process we follow to review your documents with you is
one we know from experience will give you confidence in the plan you’ve created.
You’ll know that, when you sign those documents, your assets and your family
will be protected exactly as discussed in your planning session.
But what if new concerns arise after you’ve signed? No
problem! You can make changes to your planning documents at no charge for up to
90 days after you’ve affixed your signature to them.
During the signing meeting, we’ll verify that all of your
asset transfers are moving forward as necessary, whether we’re taking the lead
or you’re taking the lead with our guidance. We’ll review your asset
spreadsheet with you and see that all of your questions are answered. If they
aren’t, or if the answers become cloudy later on, rest assured we’re available
to provide answers or refresh your memory at any time in the future. And there’s
no charge for that.
What Happens After You Sign Your
As far as we’re concerned, the signing of your estate plan
is only the beginning of our relationship with you.
Next comes the maintenance phase of your plan. At no
additional charge, we’ll review your plan at least every three years, inform
you of changes in the law, and advise you on any other issues that may affect
your family or your assets.
If you participate in one of our Family Wealth VIP
Membership programs, you’ll have an opportunity to review your plan on an annual
basis – and enjoy a number of other valuable membership services we
provide. Call us today to learn more about these programs.
Remember: Whether you’re participating in a membership
program or not, as a client of Pile Law Firm, you’re considered a part of our
family. We’re always here for you. And we never charge you for phone calls,
faxes, or emails. We welcome your communications!
Contact Pile Law Firm
today. You and your family will be amazed at how painless our planning process is.
Clients in Southeastern Pennsylvania and beyond routinely tell us after meeting with
us, “Wow, if we had known how easy this would be, we would have done it years