Welcome to the Family Wealth Planning Institute! We are so glad you are here.

We are on a mission to revolutionize the way legal services are provided to families and small business owners in the United States and Canada today.  As you may have experienced yourself, it just doesn't feel good to work with a lawyer, does it?

Perhaps, you've met with a lawyer to prepare legal documents for your family or your business.  Chances are you signed some documents, took them home and put them away on a shelf or in a drawer and never looked at them again. You most likely haven't heard from your lawyer even once since then.

And you know you've had changes in your life and in your business that are not reflected in the documents that were originally prepared for you (or in the back of your mind, you're probably wondering whether everything was set up right or if you are doing everything you are supposed to be doing), but heck if you are going to call your lawyer because you know you'll get a hefty bill in the mail a couple of weeks later.

So, you go on wondering, but it's always bothering you in the back of your mind.

In fact, chances are you'll never contact your lawyer again until something happens that is and truthfully, at that point, it'll very likely be too late and I can guarantee it's going to be painful and expensive.

How many times have you made one of these 11 mistakes?

1.  Signed legal documents without having them reviewed by a lawyer?

2.  Set up your business online or with a CPA and wondered if things were really set up right?

3.  Wondered if you had everything in place for the protection of your children or spouse if something happens to you?

4.  Not responded to a lawsuit because you didn't know what to do?

5.  Purchased insurance without having the proposal reviewed by your lawyer?

6.  Closed on a loan without the terms being reviewed?

7.  Invested in the stock of a company without your lawyer taking a look at the investment terms for you?

8.  Entered into an agreement with a friend or family member without documenting what you agreed to?

9.  Had a death in the family and tried to take care of everything without a lawyer?

10.  Walked away from money owed to you because you didn't know where to turn or how to collect?

11.  Turned to a lawyer to resolve a conflict only to have it escalate and end you up in a messy, protacted, expensive battle.

If you've made one of these mistakes, you are not alone.  Thousands of people from every walk of life find themselves lost, confused and without anywhere to turn.

But, it's not your fault!  The way that the legal system is set up now virtually guarantees you'll make at least one of these errors and possibly several of them.

Lawyers are incentivized by hourly billing to drag out or create conflicts instead of resolve them as quickly as possible.  And because you don't want to pay a huge bill every time you talk to your lawyer, you don't get things checked out that should be looked at.

The Family Wealth Planning Institute exists so you never have to be subjected to one of these mistakes again or to a lawyer who just doesn't care.

It's our mission to provide you with affordable access to a lifetime relationship with a lawyer you know, like and trust who has your business and your family's best interest in mind ... without hourly fees!

Yes, I know this is hard to believe and I don't want you to just believe what I have to say.  Put us to the test.

Subscribe to my Wealth Secrets online magazine and each week you'll receive FREE business and personal advice from me about what really matters to you ... increasing your family wealth.

To Your Family Wealth,

Alexis

PS - Just in case you were wondering, when I talk about your family wealth, I'm not just talking about your money.  Your family wealth is about so much more.  Check out this article I wrote about family wealth that will quite likely surprise, enlighten you and change the way you think about everything you ever thought about wealth before.