Lauren Klein

speaker
272 appearances 1 recordings 1 series first heard Jan 2025 last heard Jan 2025

Lauren Klein’s voice in public audio — every appearance, attributed to the second.

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Do you charge flat fee?
Do you charge hourly?
For our clients who are high net worth or it's more complicated, we still have to do hourly because we really it's hard to know from the outset exactly what's going to come out of the process.
But for our clients who are more, you know, the basic service.
side of things, or even for the high net worth who are doing their basic documents first, we charge flat fees.
So you know exactly what it is that you're going to pay.
If you pick up the phone and call us, you're not like, oh God, I got to really talk fast.
That meter's running because that's just not conducive, in my opinion, for a great relationship between attorney and client.
And, you know,
Along that same line of someone that you like, do you see them being someone who will relate to your children?
Maybe not the same age group by any means, but will they take the time and talk to them and be patient and be compassionate if something does happen to you down the road?
And then as far as getting started, I think just scheduling consults, reading, and really having, if you have a financial advisor, even talking to your advisor and saying, here's what I have in place right now.
Do you have any thoughts?
Do you have any recommendations on an attorney to meet with?
And like I said, the low-hanging fruit of taking out your phone and putting a legacy contact, making sure all your passwords and your assets are in one place.
Maybe it's an Excel spreadsheet for now or
Maybe you get LastPass, you know, to make sure that all your passwords are stored somewhere.
So those things don't get lost.
Those are things that are very either inexpensive or free that you can do to at least get the ball rolling.
And I always tell people do one thing and then you'll feel confident and you'll be like, oh, now I can do another thing and start with the easy stuff.
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