About Wake Law

Our law firm’s primary goal is to protect your future and loved ones through thoughtful planning. What makes our firm different is that we are here not just to create a set of documents you will likely never update or look at again, we are here to ensure your loved ones have someone to turn to when you are no longer here.

We support you in planning not just for your legacy (what you leave behind when you are gone), but for life as well. We understand you are BUSY, you are growing, you desire a life of prosperity and you value ease, convenience and efficiency.

You want to know you’ve made the best decisions for your family during your lifetime and that your family will be left with ease and aware of your love by how well you prepared. You want to make sure your children would be taken care of in the best way possible and will be properly prepared to receive your wealth, when it is time.

That’s our focus too. We’ve developed unique systems to give you the same access to an estate planning attorney who were previously only available to the likes of Bill Gates, Warren Buffet, and Sam Walton so you can have the guidance you need to build and maintain a life of prosperity and leave a legacy of family wealth.

Your legacy is so much more than financial wealth. It really encompasses everything you care about even more than money, your values, insights, stories, experience — your intellectual, spiritual and human assets.  As part of our planning process, we guide you to consider and plan for those most often lost assets.

We encourage communication with our clients. In fact, we’ve thrown out the time clocks so you never have to be afraid to call with a quick question (or even a not so quick question). Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.

As we mentioned, we believe your financial wealth is only about a quarter of your overall “Family Wealth” which is made up of your far more valuable, intellectual, spiritual and human assets – who you are and what’s important to you.  Most lawyers only focus on transferring your financial wealth to the next generation; we focus on identifying and building your family wealth during your lifetime and leaving a legacy of love that goes far beyond money after you are gone.

During the traditional experience, you’ll go in and meet with a lawyer who will often make things seem very complicated and confusing. You’ll have a good idea that the lawyer is smart and seems to know what she’s doing.  You’ll nod often 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.  You will feel relieved that you’ve taken care of your estate plan.  You’ll take your documents, stick them 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 but forget what you were supposed to do.  Logically, you call your lawyer’s office but only get a voicemail.  You’ll have to leave the bank and wait for a callback, (which takes several hours at least and sometimes days) and by that time, you’ll have gotten busy with other things.  So you 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 lawyer ever again.

Several years later, you’ll refinance your house or sell it and buy a new one and forget that you were supposed to let your lawyer know or make sure you kept the title in the name of the 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.

It’s not until you become incapacitated or die and your family finds the binder you stuck up on a shelf several years before and never looked at again, that they’ll realize your plan is so outdated that it has nothing to do with your life, your assets and 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.