You have already seen from the firm’s welcome that I speak differently than most lawyers, and chances are I talk more like you than most of our colleagues do.
First and foremost, I am an entrepreneur – a business owners just like you – who understands what it takes to start a business, grow a business, and turn that business into a venture that improves the world forever.
Explaining to you how I am different (in ways you can’t see on the surface) requires an explanation of what the “traditional” experience with a business lawyer is like.
If you’ve worked with a lawyer to prepare business entity formation or incorporation documents for you in the past, this will sound familiar.
What A Traditional Lawyer Experience Is Like
During the traditional experience, you’ll go in and meet with a lawyer who will oftentimes make things seem very 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 everything. 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 of.
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 the lawyer ever again.
Most People Don’t Want To Talk To Their Traditional Lawyer Again
Several years later, you’ll refinance your house or sell it and you’ll buy a new home and forget that you were supposed to let your lawyer know or make sure you kept the title in the name of your 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Your children will get older, making your guardianship choices outdated, but you don’t want to call your lawyer because you know you’ll get a bill in the mail two weeks later.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 that?
It’s not until you become incapacitated or die that family finds the binder you stuck up on a shelf several years before and never looked at again.
It is that moment when your family realizes your plan is so outdated that it has nothing to do with your life, your assets or 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 All This?
Because not too long ago, it happened to my family and I swore it would never happen to my clients when I created my own firm. And since then, I have seen countless clients come in to see me who have had this exact experience.
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 death.
Our Firm Helps You Create The Business Growth And Success You Truly Want
What makes our firm different is that I built the firm with the needs of growing businesses in mind. Just because you can’t afford or don’t need in-house general counsel doesn’t mean you don’t need counsel.
Law Office of Dana Baker, P.C. is that counsel.
I understand you are BUSY, you are growing, you are planning for a business of prosperity and you value ease, convenience and efficiency. You want to know you’ve made the best decisions for your business and that you’ve got all the business details handled so you can be as creative and expansive as possible.
This is my focus as well.
I have developed unique, ongoing strategic support to give you access to your personal lawyer for your family and your business, as was previously only available to the likes of the owners and executives at Google, Facebook, and Zappos so you can have the guidance you need to build a business of meaning, significance and serious profitability.
I encourage communication with our clients. In fact, I have thrown out the time clocks so you never have to be afraid to call with a quick question. Everything I do is billed on a flat-fee monthly basis, agreed to in advance, so there are never any surprises.
The Team Is Here For You
I encourage communication with my clients. In fact, I have thrown out the time clocks so you never have to be afraid to call with a quick question. Everything I do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.
I have a whole team to serve you. When you call the 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 your Personal Family Lawyer®, a call will be scheduled when you 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 I ensure the most important details of your planning are followed through on and your plan continues to work throughout your lifetime.
I 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.
I have created unique maintenance programs to keep your plan up-to-date year after year as well as to give you access to my 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 me and I will be here to advise you.
Helping You Leave A Legacy
Lastly, I don’t just take care of your business now – I make sure it will be a valuable asset that continues to create wealth for your family after you are gone. This is what true legacy is all about.
Many business lawyers overlook this most important of issues.
One day you will either want to sell your business or you will want to pass it on to your loved ones so that they are taken care of by what you’ve built.
Businesses built right are built with this in mind. And that’s exactly what I help you do – build a business that can run without you one day.
And that means you can take vacation, retire, or pass your business on to your family and know it will continue to bring in money, serve your clients and benefit everyone who comes into contact with it.
And really, what could be better than that? Ultimately that is why you are in business, right?
I have developed several tools that allow us to support you to start, grow and prepare for selling or passing your business that deeply serves the world, your clients and your life.
I can’t go into all of the details here but we’ll definitely talk about when you come in for your LIFT Your Life and Business Planning Session.
I look forward to seeing you and caring for your business soon!
P.S. If you think this all sounds like it’s going to be expensive, well you are right and you’re wrong. I can guarantee you that if you qualify to meet with me, your overall fees will be substantially less costly than it would be for your family, business partner or clients if you became incapacitated or died without handling these matters or if your business gets in a jam without these things being taken care of. I’ve never had a single business owner who believed in this kind of planning and wanted to put it in place for their business leave my office because they couldn’t afford it. I’ve made creative financing available to our clients because I know that this planning is the foundation for a business of success!