The Lineage & Legacy Law Firm, PLLC

“CLIENT TESTIMONIAL” I love my clients, and they love the service they receive from working with a Personal Family Lawyer ® firm. That’s because I don’t just see the attorney-client relationship as a transaction - I truly see it as a lifelong relationship where I’m there for you and your loved ones not just as your estate planning attorney, but as your trusted advisor. If you want to see what I can do for you and everyone you love, click the link below for a free discovery call. I’d love to hear from you. bit.ly/TalkToMeFREE

This dog's smile mirrors the satisfaction our clients feel, because we go above and beyond for them and their loved ones. 💑 We understand that entrusting sensitive matters like life, death and money can be hard. That’s why we pour our heart and soul into every family we work with. 💗Just like this delighted pup, our clients leave our offices with a spring in their step and a smile that says it all. 📲Book a call with us to learn about how we will care for you and your family too. bit.ly/TalkToMeFREE

“FACT/DID YOU KNOW”: ❣️Your estate plan is not about documents! It’s about protecting your loved ones and honoring your legacy. While you may be tempted to save time and money to create some documents using AI/DIY or cheap legal, learn what estate planning really is and what it’s worth to you, and how a Life & Legacy Plan is much more effective and affordable in the long run. https://lnkd.in/eWybhDKr

“IN CASE YOU MISSED IT”: 🚨 Think AI can handle your estate plan? 🚨In case you missed it, in this week’s blog post we talk about using AI to create your will or trust and we lay out 3 critical questions to ask yourself before you let technology take the wheel, Find out what those questions are by reading the blog today! 👉 Don’t miss it! https://lnkd.in/eWybhDKr

“LAWYER QUOTE”: 💰 Is using AI for estate planning worth the risk? You might think it’s a quick and cheap fix, but have you considered what’s truly at stake? Your relationships, your assets, and your legacy all deserve more than what AI/DIY or cheap legal can provide. 💗Check out this week’s article and learn why a (human!) expert makes all the difference. Then, contact us to discuss how our Life & Legacy Planning process ensures your family, assets, and legacy are preserved. 📞Book a call with us to learn more! bit.ly/TalkToMeFREE

“Q&A”: 🤖 Thinking about using AI or any other Do-It-Yourself tool for your estate plan? Before you do, ask yourself: What really matters to me? Is it just about money, or is it about protecting the people I love and the legacy I leave behind? This week’s article breaks down why AI, DIY plans and even cheap legal can be risky and not worth the savings. 👉 Read the blog today. https://lnkd.in/eWybhDKr

“NEW BLOG POST”: ⚖️ It seems that everyone is using AI these days, and some even use it for doing their estate planning documents, thinking they’re saving time and money. 👀 But is AI really cheaper and easier when it comes to your estate plan? We answer that question in this week’s blog and the answer might surprise you. Learn why cutting corners with AI could cost your family dearly in the long run. 🏃 ⭐Check out our new article now! https://lnkd.in/eWybhDKr

🙋Most people don’t have their finances organized and inventoried, and that leaves their families in the dark after they die. The families are left crossing their fingers and hoping they find everything. 🤞 If not, your assets will end up with the government, in your state’s Department of Unclaimed Property. 😯 That’s your hard-earned money, just sitting there waiting to be claimed! ✅ But there’s an easy way to ensure your assets are inventoried and never lost: a Life & Legacy Plan. Book a call with us today to learn more about our Life & Legacy Planning process and how we can help you ensure your money ends up where you want it. 💻Link: bit.ly/TalkToMeFREE

“FACT/DID YOU KNOW”: 😟Are you certain your family knows what assets you have? If something were to happen to you, could they find everything they need? 😳 If not, you’re not alone. Many people don’t have their finances organized for themselves, and certainly not for the loved ones they leave behind. Learn what happens to unknown assets (hint: it’s not good) and how you can make sure your money goes to your loved ones and isn’t lost. 💸 💻Link: https://lnkd.in/ewrH9mzW

“IN CASE YOU MISSED IT”: 👋 In case you missed it - our recent article dives into the unknown world of unclaimed property and how it negatively impacts families. 🔍 If you aren’t sure whether your family could find ALL your assets after you die, you need this information! 🙋 👉 Don’t miss it! https://lnkd.in/ewrH9mzW