A Plan That Works to Keep Your Loved Ones
Out of Court and Out of Conflict
What makes our firm different is that we were built 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 are raising children and caring for elderly parents while also working hard to build your own nest egg for a lifetime of support.
You want to know you have 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 minor children will be raised by the people you choose, and never by anyone you wouldn't want, and that your teens and adult children are properly prepared to care for you and what you leave behind. You want to feel confident that you've made the right choices, and handled everything so that you aren't leaving behind a mess, when something happens.
This is our focus as well.
We have developed unique systems to give you the same access to a Personal Family Lawyer® as was previously only available to the super-wealthy, so you can have the guidance you need to build and maintain a life of prosperity and wealth. And, with your Personal Family Lawyer®, you can keep your family out of court and out of conflict, which is the greatest risk to the people you love and all you have created.
We can do all of this even if you have already worked with a traditional lawyer or created DIY documents online.
WE ENCOURAGE COMMUNICATIONS WITH OUR CLIENTS
In fact, we have 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 surprises.
We have a whole team to serve you. When you call our office to ask your quick question, you won’t have to wait hours or days 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 us, a call will be scheduled when we are 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 have a funding coordinator to ensure your assets are owned the right way throughout your lifetime and that none of your assets will end up going through a long, expensive court process or lost to the state department of unclaimed property because they were missed after your death.
We have created a unique maintenance programs to keep your plan up-to-date year after year as well as to give you access to our trusted team of legal experts 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.
Lastly, we know that your financial wealth is only a small part of your overall family wealth.
Your "Family Wealth" is made up of your assets that are far more valuable money – and most often lost upon incapacity or death – you intellectual, spiritual and human assets.
These assets are what make you who you are,and sum up what is most important to you.
And a survey of inheritors has revealed that what they care about even more than inheriting your money, is inheriting these intangible assets.
Most estate plans focus only on the transfer of your financial wealth to the next generation. Most people have such great intentions of passing on the intangible, but very few ever get around to it.
It's just not a priority, and then it's too late. 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.
That is why we design estate plans that capture and pass these most valuable assets to the people you love.
Not only will we help you pass on your money but also your values, your insights, your stories and your experiences – the truly valuable assets your loved ones care about the most.
I can’t go into all of the details here but we’ll definitely talk about when you come in for your Family Wealth Planning Session.
We look forward to seeing you and caring for your family soon!
CEO + Founder, Boone Legal
Hello! I’m Kristen Boone.
My goal is to be your trusted advisor who helps you make the very best personal, financial, and legal decisions for your family throughout your lifetime. I want to help you not just now, but also when you can’t be here so that I can help guide your loved ones through a difficult process.
In short, my sole focus is to help people and families create certainty in life's uncertain moments.
I want you to know you’ve made a big step toward peace of mind simply by reading this.
We have many resources for you so you can ensure your family and loved ones stay out of court and out of conflict, if and when something happens to you. I'd love to share some of these resources with you going forward.
Browse around, see what we have, and feel free to request any of the resources we have for you, complimentary.
I’d love to start protecting the people you love and everything else you care about today. I look forward to meeting you!
We have developed unique systems to give you the same access to a lawyer as was previously only available to the super-wealthy, so you can have the guidance you need to build and maintain a life of prosperity and wealth. And, with our planning systems you can keep your family out of court and out of conflict, which is the greatest risk to the people you love and all you have created.
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