What We Do
U.P.Ward Legal is different than most law firms. We don’t tell you how to plan. We listen. We help you identify your goals. We educate you and work closely with you to design a plan that fits your personal or business situation and family goals. But it won’t end there.
At most firms, the attorney-client relationship ends when you sign your documents and walk out the door. For us, however, the signing of your documents is just the beginning. Our best service to you is as your trusted advisor. Your life is going to change, your assets are going to change, and your circumstances are going to change. The laws are going to change. Your plan will only be effective if it keeps up with these changes. We want to be there for you and your family, not just now, but throughout your life, to offer guidance as your situation changes and your assets grow.
We also want to help you prepare for life and the curveballs it throws. We understand you are busy, your family is growing, and you need a lawyer who makes things easy, convenient, and efficient. Your goals are our focus, but we realize your goals may change. That's why we are here for you for any questions, concerns, or issues that may arise . . . when it's convenient for you.
How We Do It
Planning is done at a fixed, flat fee, which you choose, so it fits into your budget and there are no surprises!
Online scheduling available for telephone calls and meetings.
Complementary plan review every 3 years so your plan keeps up with your changing life and any legal changes.
Membership programs available for more personalized attention and more frequent plan review.
Who We Do It For
Families with children: our focus is on making sure your children are properly cared for by those you choose and are never taken into the custody of strangers in the event something happens to you; there are a myriad of questions that need to be answered to ensure your family stays out of court and out of conflict in the event of your incapacity or death.
Families without children (or with adult children): we make sure your hard earned assets are distributed according to your wishes and keep those you love out of court and out of conflict.
Blended families: you've worked hard building an amazing family and we will help you plan ahead to keep the people you love out of conflict in the event of your death or incapacity.
- Life partners: the law does not protect life partners, but we will help you plan so that your chosen family is cared for in the event of your death or incapacity.
- Singles: you may think you don't need a plan, but we will help you plan for what happens to you in the event of incapacity, and direct where your assets are distributed upon your death.