Personal Family Legal Session

Rilus Law offers a free one-hour meeting with an attorney to assess your estate planning needs. This first meeting with an attorney is called a Personal Family Legal Session. The purpose of this meeting is for us to get to know you and identify what is important to you, so we can start to develop a personalized estate plan specific to your goals. After we determine what your needs are, we will quote you a flat fee to implement the plan that is right for you. No hourly fees, no hidden costs, and no surprise bills!

Our goal is to help you design and implement a plan that will protect your family after you are gone. Careful planning will ensure that your wishes are carried out and your family avoids the unnecessary, expensive, and time-consuming probate process. We can also show you other opportunities to minimize taxes and protect you and your family from potential creditors (asset protection planning).

What to Expect in Your Personal Family Legal Session

The Personal Family Legal Session starts prior to your appointment with a Personal Inventory Worksheet that we email to you. The Personal Inventory Worksheet asks for basic information, including:

Your contact information
Your family information, including marital status and number of children.
Your asset inventory, including real estate and retirement accounts (IRAs, 401k).
Your wishes for the distribution of your assets
Your wishes for who will receive the inheritance
Your appointees as healthcare and financial decision-makers

During your Personal Family Legal Session, your attorney will start by reviewing the Personal Inventory Worksheet and will ask you additional questions about your wishes in the meeting.

Next, the attorney will next discuss your current goals and objectives. Typically, the goal of estate planning is to pass the assets to children or loved ones while avoiding unnecessary taxes and probate. Your attorney will present different estate planning solutions specific to your needs. At the end of the meeting, the attorney will explain the cost of your plan and review your payment options. We typically charge a flat rate and also accept we accept some legal benefit plans.

What Should You Bring to the Meeting?

If you have existing estate planning documents, please bring them with you to the appointment. This includes: a trust and/or a last will and testament, health care power of attorney, living will, and/or durable financial power of attorney. Your attorney will review your previous plan with you and see if it meets the needs and goals of your family and is up to date with the latest laws.

After the Personal Family Legal Session, we will get to work designing your plan.

A few weeks after your initial appointment, you will receive a Drafting Worksheet via email before the signing meeting for you to review your plan. This is an opportunity to make sure that your plan captures your wishes and to confirm the legal names of beneficiaries and agents chosen in your plan. You will also be sent draft copies of the documents for you to review before the signing meeting.

We offer a complimentary Trust Asset Coordination Session.

Once your legal documents are signed and finalized, it is your responsibility to make sure your assets are moved into the trust. This process is commonly referred to as “funding your trust”. This is as simple as telling your banker or financial advisor how the accounts should be owned, and he or she will get you the documents from the bank or financial institution. Rilus Law generally handles the transfer of your Arizona Real Estate into your trust.

The Trust Asset Coordination Session is a meeting to go over your attorney’s personal funding recommendations for how your assets should be owned and put into the trust. After you finish changing your banking accounts and updating beneficiary designations your plan is complete and current, and you can have peace of mind, knowing that your loved ones are protected.

Ready to Start Your Estate Plan?

Schedule Your Free Personal Family Legal Session

What Our Clients Say About Us

“Estate planning can be very complex, however, Rilus did all the heavy lifting for us and made the process easy to understand, and provided us with insights and strategies that hadn’t been explored by our previous attorneys. The paralegal and office staff are also experts in their field and are very friendly and helpful as well. It’s a pleasure working with these folks, and we couldn’t be happier with our results. It’s a great feeling to know that our planning needs have been expertly handled.”
Mary G.
“Professional, friendly, and very accommodating. I was on a time restriction and Rilus Law sped up the process to meet my scheduling needs. A great team, super positive, and a pleasant experience from all levels in the organization. I would highly recommend.”
Troy K.
“I called them from Houston, TX with questions regarding my father-in-law’s estate there in Mesa. They took their time to go through different scenarios with me and had quick and honest answers to all of my questions regarding the law and if we had a good case. Should I, or anyone I know in Arizona, need a great probate or estate planning attorney, I recommend Rilus Law. 5 stars for sure!”
Jennifer T.
“Went to Rilus Law for a trust checkup. Rilus Dana is very professional, trustworthy, and honest. I recommend Rilus Law for all my legal help.”
Michael A.
“Being a previous paralegal, I was more than impressed with Mr. Dana. He took his time to explain all the choices we had available and was patient in explaining everything thoroughly. Even though he is professional, he is also personable. Just recently we had to, again, obtain his advice. Again, he gave serval options and explained each so that we could make a knowledgeable decision. Highly recommend him for any estate planning and problems; probate, etc.”
Carol D.
“My parents worked with Rilus Law to set up a will and trust in 2019. The entire process was smooth and professional. Little did we know that we would have to invoke the will after my father's passing in a few short years after the setup. Rilus assisted and educated us during the process. I recommend Rilus and the rest of the team for your legal needs.”
Supreet N.
“Had a great experience. Rilus Law was very professional and attentive. Listened to all my concerns and gave great advice. They are there for you and your needs and not just to get paid. Would definitely recommend them.”
Melody C.
“Although the subject matter is quite serious, Rilus Dana made the entire experience comfortable, understandable, and professional. It was a wonderful experience and I would definitely recommend them if you’re in the market for creating a trust or a will. Super people!”
Anastasia K.
“Great service, a great attorney. Efficient, thorough, and affordable. I highly recommend them. Estate planning is not just for millionaires, it is the next step to make your loved ones feel at ease.”
Jay H.
“We completed our original will and trust with Rilus Law in 2014 and now an update in 2022. During both occasions, we found Rilus to be professional and to provide excellent service. He makes a complicated process easy for us laymen. We highly recommend him and his team.”
Michael P.