Getting Started is as easy as 1, 2, 3…

Step 1:

Schedule Your Family Wealth Planning Session

Call Davidek Law Firm at 830-515-5854 to schedule your personal Family Wealth Planning Session and a team member will schedule the most convenient appointment time available for you with, me - Amanda, trained Personal Family Lawyer.

When you schedule your personal Family Wealth Planning Session, the team will block 2 hours on my calendar so I can focus entirely on you and your family during this time.  We will send you information to complete before our time together, which will help you begin the process of getting your legal and financial life in order.  During our meeting together, I will guide you to gently look at what would happen for your loved ones and with your assets if something were to happen to you.  And then, we’ll look at what you want to happen and help you create a roadmap to get that plan in place as easily as possible. 

Step 2:

Prepare for your Family Wealth Planning Session

After scheduling your appointment, you will receive your Personal Resource Map and other important information that you will want to review prior to your personal Family Wealth Planning Session. Feel free to call the office at any time if you need assistance completing the Personal Resource Map or have any questions at all.

If you have existing estate planning documents, please make sure that we have your existing documents in our office at least a week before your meeting so that I can review them prior to meeting with you.

Step 3:

Meet with Amanda to design and implement your Plan

What to Expect the Day of Your Family Wealth Planning Session

On the day of your meeting, please expect to spend up to (2) two hours with me. The initial meeting has two purposes:

1.    To identify whether there is a good fit between you and I, who would become your Personal Family Lawyer® and... 

2.     To educate you about the law and what would happen if you died with your current (or no) plan in place so you can make the most informed and best decisions for your family. 

By looking at what would happen under your current plan, you can identify what you would want to happen differently and then together with my guidance, make the decisions that are necessary (including choosing your own fee) to give you the peace of mind of knowing your family would be taken care of when something happens to you.

Assuming that you and I determine that there is a good fit between my law office and your family AND that you identify specific ways you would want things to happen that are different than what would currently happen if something happened to you, you and I can design a plan for your family right away.

What Happens Next?

Once we have completed the design of your plan, we will schedule a meeting for you to sign your planning documents approximately 4 weeks later.

I have a process of reviewing your documents with you that makes your plan so easy to understand that you will know for certain that we understood exactly the way you want things to happen when something happens to you and that your loved ones will be in excellent hands with our firm. Once you sign your planning documents, your assets and your family are protected as discussed during your design meeting. 

I see that as only the beginning of our relationship. You may make changes to your planning documents at no charge for up to 90 days after you sign your documents.

 At our final meeting during the planning stage of our relationship, we verify that all of your asset transfers are moving forward on track whether we are taking the lead or you are taking the lead with our guidance. We review your asset spreadsheet with you and ensure all of your questions are answered. Of course, if they aren't or they become cloudy later on, we are always available to answer your questions at any time in the future. And, there's no charge for that.

Finally, we are always here for you and we don't charge you for phone calls, faxes, or emails. We welcome your communications! 

You'll be amazed at how easy and painless the entire planning process will be for your family.

If you are ready to get started… 

Why Work With Us

Before Hiring an Estate Planning Lawyer Understand The Difference

Many attorneys take a “one-size fits all” approach with their estate planning 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; but 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 a family’s personal circumstances, the result is that your Will & Trust Documents do not end up reflecting what your family really wants to happen. And usually there is no review or updating, so the plan quickly becomes outdated and does not work the way you want when your family needs it most.

So even though you may pay less up front to get a standard set of documents (or even documents that are customized for your family), things can end up much more expensive in the long run. Plus, you leave your family at risk of having to deal with an expensive, unnecessary court process during a time of tremendous grief.

We Listen

Batsche Law PLLC is right for you if you want to know that your plan will work when you and your loved ones need it 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’ve got a plan in place that will work when your family needs it, then we might be the right fit for you. 

Here are Some of the Ways We Are Different From Most Other Estate Planning Lawyers

1.    All of our fees are fixed fees agreed to in advance, so there are no surprises. 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.

2.    We keep you informed and make sure your plan works.  We don’t 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 kids’ well-being is properly planned for, we help you make sure everyone you’ve named in your plan knows what to do if anything happens to you. And, we make sure that none of your assets become part of the approximately $58 Billion of unclaimed assets across the United States.

3.    We offer to review your plan at least every 3 years. We foster a lifetime, ongoing relationship with our clients.  Throughout your life, things change.  You change; your assets change; your family changes; the law will definitely change. When planning with us, your plan will keep up with those changes.

4.    We’ve been trained as a Personal Family Lawyer® to plan for your life and death, and to ensure that if you have minor children, they are not raised by anyone you wouldn’t want or taken into the care of strangers. And, if your children are adults, we help you weave them into your estate plan with care and forethought that most other lawyers simply do not have the training to do.

5.    Legacy Planning.  We believe that planning is about much more than just the transfer of your financial wealth. With all of our plans, we include 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 money, your family and your life, 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.

Don’t let a set of legal documents become false security that keeps you from doing what’s best for your loved ones.

How Much Does An Estate Plan Cost?

As you can imagine, we get the question “how much does an estate plan cost” quite frequently. 

It’s a good question, especially when you are trying to budget, and boy, do I understand budgets! To answer this question as clearly as I can, given that there is not a “one-size fits all solution” for every family, and I would be weary of someone who can tell you exactly what your plan would cost via email or over the phone, without a comprehensive discovery process.

I’ve priced my estate planning for you and your family at the intersection of affordability and effectiveness. We start all of our plans with a Family Wealth Planning Session™.

Even if you never do any planning with us, the Family Wealth Planning Session™ alone is an incredibly valuable process for you and your family, because you will create a full inventory of your assets and ensure your family knows what you have . Then, when we meet in person, we will review everything you own, and discuss everyone you love, and you will understand exactly what would happen to everything you own and everyone you love, in the event of your death or incapacity.  

If you do not have a plan, we will cover the plan the government has for you. If you do have a plan, we will review your current plan with you. (We call this an estate plan review and check-up). If you are not happy with your current plan (or the plan the government has for you), you will tell us what you would want to change, and we will look at the most effective, efficient and affordable way to achieve your goals.

Here’s the most important part for you to know about this: you will be making informed, educated, empowered decisions for the people you love, not just shopping around based on price.

The best part is that as part of this process, you will actually choose your own fee based on your budget and the planning options that are most important to you and your family. There truly is no one size fits all choice.

We have created a process to educate you quickly and effectively so that you can make empowered, informed choices about what you want for the people you love, so that you aren't simply choosing the cheapest option because you don't have any other basis for making your decisions.

Now, with all of that said, you probably want to at least know a range of what estate planning will cost. Because as we addressed above…budgets:

• A Family Wealth Planning Session process is $750. An Estate Plan Review and Checkup is $950. Those fees are applicable if you come in fully uneducated without doing any homework ahead of time.

• However, we try and provide a few opportunities every month for potential new clients to get their Family Wealth Planning Session for free. If we have free appointments available that month and you’d like to do a little preparation ahead of time, you can schedule a Family Wealth Planning Session for free. If you would like to commit that you will do your homework and prepare for the meeting, click here to see if there is a free appointment available this month. Agreeing to come prepared saves me time, and saves you money - a win/win.

• Our three levels of planning for a comprehensive plan (or update of your existing plan) range between $2,000 and $8,000, for a married couple, depending on the choices you make during the Family Wealth Planning Session™. If you are single, planning is discounted from there, appropriately. 

If after reading this, you are ready to make informed, empowered, educated decisions for the people you love (instead of just shopping around for the cheapest plan, which may or may not work when your family needs it), get started by scheduling your introductory call with Amanda here.

 Upcoming Events

​​​​Hey, congratulations. I'm assuming you made it to this page because you want to talk with us about how you can keep your family out of court or out of conflict when something happens to you.

Learn what every parent needs to know... Register for our upcoming free presentation and we'll share with you the three biggest fears when it comes to doing this important legal planning, what happens to children and other loved ones when there is no planning or when the planning has missing pieces, and exactly what the process is and how much it costs (no holds barred).

Check out our upcoming Webinars and you can immediately save your seat:

Speaking Events

Ask Amanda to speak at your local business or your next group event. Amanda has presentations ready about:

·       Estate Planning 101

·       Protecting Your Kids Through Estate Planning

·       Children's Guardian Nomination Workshop (Ask us how we can do this workshop at your school as a fundraiser!)

·       Something Special For Your Group?  Just Ask!