Edward S. Clay, P.A.
Co-creating Plans That Work Learn how to complete your estate plan by visiting Your Story Your Legacy.
Our planning process is named Family LegacyTM Legal Services. We employ a Three Step StrategyTM to ensure our clients' goals are achieved.
Step One:
~ Discovery
Education: we teach clients about the law & clients teach us about their families
~ Planning
Clients choose a strategy & we help design
~ Execution
Plan documents are completed to client specification & assets are properly allocated
Step Two:
~Formal Maintenance & Education
For clients and their families, plan is reviewed annually and revised as needed. Clients are educated on changes in the law; attorney is educated on changes in clients lives.
Step Three:
~Assure Efficient Transfer of Wisdom & Wealth
Being proactive now saves in the long run
Too often estate plans fall short of achieving a person's intended goals due to the lack of follow through in executing and maintaining the plan.
The Family Legacy Client Update ProgramTM ensures the plan meets our clients' goals as they change over time.
Our Mission
Our mission is to assist our clients in co-creating estate plans that actually work.
Knowledge Is Power
Our service begins with a no charge, no obligation, orientation meeting where we discuss with potential clients, their family, advisors and friends the basic truths about results-based estate planning. This is usually done in a group setting to foster the learning environment by decreasing any pressure brought by a one-on-one meeting.
This first step allows attendees to meet the attorney in a non-pressure environment and judge for themselves what process will work for them.
We call our orientation meetings the Truth ExperienceTM because the estate planning attorney can provide more value than just drafting documents. Rather than "throw the plan over the wall" after the estate planning documents are signed, we provide the necessary followthrough to make sure the plan will work when a crisis (mental disability or death) occurs.
Simply put, we don't just sell documents. We use them as pieces to the puzzle that when finished will reflect the picture our client has in their mind. The picture of how they want to control their affairs in a crisis.
We welcome you to investigate for yourself, your parents or other family members, by clicking on the calendar below or by visiting the Upcoming Events page to register for one of our Truth About Estate PlanningTM Orientation Meetings. You may contact us via e-mail or phone 410-296-3358 for more information.
Continuing Education Credits are available for professional planning partners.
