How We Are Different for Families
The Traditional Experience
Explaining to you how we’re different requires an explanation of what the “traditional” experience with a lawyer is
like. If you’ve worked with a lawyer to prepare estate planning documents for you in the past, this will sound familiar.
During the traditional experience, you’ll meet with a lawyer who will often make things seem complicated and
confusing. You’ll have a good idea that the lawyer is smart and seems to know what they are doing, so you’ll nod and
answer questions, as if you understand what they’re saying. Because you want to do the right thing for your family, you’ll
have the lawyer prepare documents for you and you’ll sign the documents, feeling relieved that you’ve got that taken care
You’ll take your fancy planning binder home, stick it on a shelf or in a drawer, mark estate planning off on your
checklist as DONE and never think about it again.
You might remember your lawyer said something about moving your bank accounts into the trust. So you’ll go to the
bank, forget what you were supposed to do, call your lawyer’s office, get a voicemail, have to leave the bank and wait for a
call back, (which takes several hours at least and sometimes days) and by that time, you’ll have gotten busy with other
things and never get around to moving that bank account.
A few weeks later, you’ll get a bill in the mail for $67.50 for 15 minutes of your lawyer’s time for answering a couple of
questions. You’ll make a mental note – don’t call lawyer ever again.
Several years later, you’ll refinance your house or sell it and buy a new one and forget that you were supposed to let
your lawyer know or make sure you kept the title in the name of the trust.
Your children will get older, making your guardianship choices outdated, but you don’t want to call your lawyer because
you know you’ll get a bill in the mail two weeks later.
You’ll hear something about a change in the tax law, but you figure you’d surely get a letter in the mail from your
lawyer if it was something that affected you, so you don’t worry about it. And, you’d have to dig through boxes to find
your trust documents so you could remember your lawyer’s name and find her contact information. Who has time for
It’s not until you become incapacitated or die and your family finds the binder you stuck up on a shelf several years
before and never looked at again, that they’ll realize your plan is so outdated that it has nothing to do with your life,
your assets and the law.
Your family is at a loss. They don’t know where to turn or what to do, so they contact the same lawyer you used to
prepare the documents, who is as happy as can be to probate your assets, which never made it into the trust.
How do I know this?
Because these are things that have happened in my own family, and that I have done in the past working for other
estate planning firms. I swore it would never happen to my clients when I created my own firm. And since then, I have
seen clients come in who have had this exact experience at other estate planning law firms.
Unfortunately, what I discovered is the estate planning industry was not designed to serve growing families who
experience lots of change on their way to success. It was designed to serve 70 and 80 year olds who were preparing for
At Geiger Law We Help You Prepare for Life
What makes Geiger Law different is that I built my firm with the needs of growing families in mind. We understand
you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience and efficiency.
You want to know you’ve made the best decisions for your family and that your plan will work when your loved
ones need it most. You want to make sure your children would be taken care of in the best way possible and will be
prepared to receive your wealth if anything happens to you. By helping you rest easy that your family will be taken care
of, you can step out into the world in a more powerful, more enjoyable way.
We’ve developed systems to give you the same access to a personal family lawyer or a family business lawyer as was
previously only available to the likes of Bill Gates, Warren Buffet, and Sam Walton so you can have the guidance you
need to build and maintain a life of prosperity and wealth.
We encourage communication with our clients. In fact, we’ve thrown out the time clocks so you never have to be afraid
to call with a quick question. Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any
We have a team to serve you. When you call our office to ask your quick question, you won’t have to days or a week for a
phone call back. You’ll get your question answered right away. And, if you need to schedule a more in-depth legal or
strategic call with your family's personal or business lawyer, a call will be scheduled when you’re both available and ready
for the call so we can make the very best use of your time and not waste your time by leaving voicemail after voicemail
back and forth.
And, we ensure the most important details of your planning are followed through on and your plan continues to
work throughout your lifetime.
We are able to coordinate funding of trusts to ensure your assets are protected throughout your lifetime and none of
your assets will end up going through a long, expensive court process or being lost to the state because they were missed
after your death.
We’ve created unique systems to keep your plan up to date year in and year out as well as give you access to our
Trusted Team of Legal Advisors for guidance on ANY legal or financial matter. One day you will need a lawyer. I don’t
know why and I don’t know when, but when you do, you will be grateful you can call on us and we’ll be here to advise you
or get you out of a jam.
Lastly, we believe your financial wealth is only a small part of your overall “Family Wealth” which is made up of your
far more valuable, Intellectual, Spiritual and Human assets – who you are and what’s important to you.
Most estate plans are only able to transfer your financial wealth onto the next generation. The intangible nature of
your much greater wealth has made it difficult to capture and it is most often lost when someone passes. How much do
you know about your grandparents values? Their most prized personal possessions? How they felt about you? What they
had learned during their lifetime?
If you are like most people, you know very little. But, the wealthiest families capture these assets and pass them along
right with their financial wealth. And, that’s part of the reason the rich keep getting richer.
We’ve developed a tool that allows us to pass on your whole family wealth, including your Intellectual, Spiritual and
Human assets. I can’t go into all of the details here, but we’ll definitely talk about it when you come in to meet with one
of our specially trained attorneys at Geiger Law.
We look forward to seeing you and caring for your family soon!
PS– if you think this all sounds expensive, well, you are right and you’re wrong. I can guarantee you that if you qualify to
meet with one of our specially trained attorneys, that planning is substantially less costly than it would be for your
family if you died with a plan that didn’t work, or if you didn’t have a plan in place at all. And, I’ve never had a single
family who believed in this kind of planning and wanted to put it in place for their loved ones leave my office
because they couldn’t afford it. We’ve made creative financing available to our clients because we know that this
planning is the foundation for a life of success!
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