Why You Don’t Want an Initial Consultation — You Want a Life & Legacy Planning® Session

If you’ve ever met with a lawyer for an “initial consultation,” you probably know how it goes. You show up, they ask a few questions about your family and finances, and before long you’re told you need a will, a trust, maybe a power of attorney — and here’s what it costs.

It sounds efficient. But here’s the problem: that kind of quick-hit meeting skips the part that actually matters — understanding you. It treats estate planning like ordering off a menu instead of building a plan that truly protects your family.

And in our experience here in Northern Kentucky, that kind of one-size-fits-all approach can leave families heartbroken and tangled in court when the documents don’t work the way they were supposed to.

At Freedom Law Services, we do things differently. Our Life & Legacy Planning® Session isn’t just a consultation — it’s the first step in a working partnership that gives you real clarity, control, and peace of mind.

A Working Session, Not a Sales Pitch

Our first meeting together is designed to do real work — not just talk about documents.

In your Life & Legacy Planning® Session, we’ll sit down (either in our Crestview Hills office or virtually) and walk through what would actually happen to your family, your assets, and your wishes if something happened to you today.

We’ll look at the law as it applies in Kentucky and Ohio, and we’ll show you what the courts would do by default — then together, we’ll make sure that’s not what happens.

By the end of the session, you’ll understand your options clearly and be confident about what makes sense for you, your loved ones, and your budget.

The Difference: Clarity, Control, and Confidence

Traditional consultations are about what you need to buy.

Our Life & Legacy Planning® Session is about helping you make decisions you’ll feel proud of — decisions that reflect your values and keep your family out of court and conflict later.

During your session, we’ll explore questions most lawyers never ask:

• Who would step in to care for your kids (and would that cause conflict among them)?

• How would your family access your accounts or passwords if you were suddenly gone?

• Would your loved ones be dragged through probate court — or could everything stay private and simple?

• What stories, wisdom, or values would you want to pass on, not just your money?

These aren’t theoretical questions — they’re the real-life situations we see in Boone, Kenton, and Campbell County probate courts every week. That’s why we don’t rush through them. We take the time to make sure your plan will actually work when your family needs it most.

What We’ll Cover in Your Life & Legacy Planning® Session

Think of this as your roadmap to a plan that truly protects your family. In just one working meeting, we’ll:

1. Show you how the law applies to you

Most folks are shocked to learn how Kentucky’s “default” laws distribute their property or assign guardians for their kids. We’ll show you exactly what would happen right now — and then how we can change that to match your intentions.

2. Review your family and financial picture

We’ll look at your loved ones, your assets, and any unique circumstances (like blended families, aging parents, or special-needs planning). You’ll complete a simple inventory ahead of time so we can ensure nothing gets overlooked.

3. Clarify your goals and priorities

Do you want to make sure your spouse can stay in the house? Protect your kids’ inheritances from divorce or creditors? Keep things private and out of probate? This is where we align your plan with what really matters to you.

4. Choose the right plan and investment

We’ll outline your planning options — from simple foundational documents to comprehensive trusts — and you’ll decide what fits your family and your budget. No surprises, no hourly billing, no “mystery fees.” Just transparent guidance and clear next steps.

Why It Matters

Estate planning isn’t about paperwork — it’s about people.

Your people.

When you leave our Life & Legacy Planning® Session, you won’t be walking out with a stack of papers you don’t understand. You’ll leave with clarity about what will actually happen when life changes, and the confidence that your plan will stand up when your loved ones need it most.

That’s the difference between checking a box that says “we did our estate plan” and knowing your family is protected.

Ready to Get Started?

If you’ve been putting off estate planning because it feels overwhelming or impersonal, we promise — this is different.

Book a free 15-minute Discovery Call with Freedom Law Services today in our Crestview Hills, KY office. Together, we’ll create a Life & Legacy Plan that protects your time, your money, and — most importantly — your family.

📞 Call us at (859) 344-6742 or visit www.FreedomLawServices.com/call-today to book your discovery call.

This article is a service of Freedom Law Services. We don’t just draft documents; we ensure you make informed, empowered decisions about life and death for yourself and the people you love. That’s why we offer a Family Wealth Planning Session™. During the session, you’ll get more financially organized than ever before and make all the best choices for the people you love.

This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal, or investment advice. If you seek legal advice specific to your needs, such advice services must be obtained independently, separate from this educational material.