A legacy takes a lifetime to build, but only moments to destroy!

Explaining to you how we’re different requires an explanation of what the “traditional” experience with a lawyer is like. If you’ve worked with a lawyer to prepare estate planning documents for you in the past, this will sound familiar.

During the traditional experience, you’ll go in and meet with a lawyer who will oftentimes make things seem very complicated and confusing.

You’ll have a good idea your lawyer is smart and seems to know what they are doing, so you’ll nod 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, feeling relieved you got THAT taken care of.

You’ll take your fancy estate planning binder full of documents home, stick it on a shelf or in a drawer, mark estate planning off your checklist as DONE, feel good and never think about it again.

You might remember your lawyer said something about moving your bank accounts into your trust so you’ll go to the bank, forget what you were supposed to do, call your lawyer’s office, get a voicemail, have to leave the bank and wait for a call back, (which takes several hours at least and sometimes days) and by that time, you’ll have gotten busy with other things and 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Your children will get older, making your guardianship choices outdated, but you don’t want to call your lawyer because you know you’ll get a bill in the mail two weeks later.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. And, you’d have to dig through boxes to find your trust documents so you could remember your lawyer’s name and find her contact information. Who has time for that?

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, which never made it into the trust.

I’ve been an estate planner for 10-years. This is how I used to practice law as an estate planner. What woke me up, was two things. First, not only have I been an estate planner for 10-years but I have also been a litigator (a trial lawyer) for 10 years. For almost 6 of those years, I was litigating cases involving failed estate plans. Plan after plan landed across my desk with some kind of fatal flaw. Second, I became a father.

These two experiences really showed me that I could do better. I could change the way I practice as an estate planner and create a completely different kind of estate planning firm.

You see, estate plans fail because (1) there is no ongoing relationship with the original drafting attorney; (2) the original law firm did not help you fund the trust properly; (3) the original law firm was focused on preparing form documents, not actually creating a lifelong strategy for your estate and legacy; and (4) the estate assets were never fully accounted for leaving them at risk to be taken by the California Department of Unclaimed Property, which currently has over $9 Billion in unclaimed estate assets.

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We Do Things Differently

What makes our firm different is that we were built with the needs of growing families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience and efficiency. You are raising children, and caring for elderly parents, while also working hard to build your own nest egg for a lifetime of support.

You want to know you’ve made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your minor children would be raised by the people you choose, and never by anyone you wouldn’t want, and that your teens and adult children are properly prepared to care for you and what you leave behind.

You want to feel confident that you’ve made the right choices, and handled everything so that you aren’t leaving behind a mess, when something happens.

That is our focus as well. We’ve developed unique systems to give you the same access to your Family Legacy Lawyer as was previously only available to the super-wealthy, so you can have the guidance you need to build and maintain a life of prosperity and wealth. And, to keep your family out of court and out of conflict, which is the greatest risk to the people you love and all you have created, even if you’ve already worked with a traditional lawyer or created documents online.

We have a whole team to serve you. When you call our office to ask your quick question, you won’t have to wait hours or days for a phone call back. You’ll get your question answered, right away. And, if you need to schedule a more in-depth legal or strategic call with your Family Legacy Lawyer, a call will be scheduled when you're both available and ready for the call so we can make the very best use of your time and not waste your time by leaving voicemail after voicemail back and forth.

And, we ensure the most important details of your planning are followed through on and your plan continues to work throughout your lifetime.

We have a “funding coordinator” to ensure your assets are owned the right way throughout your lifetime and none of your assets will end up going through a long, expensive court process or being lost to the state because they were missed after your death. We’ve created unique membership programs to keep your plan up to date year in and year out as well as give you access to our Trusted Team of Legal Experts for guidance on ANY legal or financial matter. One day you will need a lawyer. I don’t know why and I don’t know when, but when you do, you will be grateful you can call on us and we’ll be here to advise you or get you out of a jam.

Lastly, we believe your financial wealth is only a small part of your overall “Family Wealth” which is made up of your far more valuable – and most often lost upon incapacity or death – intellectual, spiritual and human assets. These assets are what make you who you are, and sum up what’s most important to you. And, a survey of inheritors has revealed that what they care about even more than inheriting your money, is inheriting these intangible assets.

Most estate plans only focus on the transfer of your financial wealth to the next generation. Most people have such great intentions of passing on the intangible, but very few ever get around to it. It’s just not a priority, until it’s too late. How much do you know about your grandparents’ values? Their most prized personal possessions? How they felt about you? What they had learned during their lifetime?

If you are like most people, you know very little. That’s why we build the capture and passage of these most valuable assets into every estate plan we create. Not only will we help you pass on your money, but also your values, your insights, your stories and your experience – the truly valuable assets your loved one’s care about the most.

We’ve developed a tool that allows us to capture and pass on your whole family wealth, including your Intellectual, Spiritual and Human assets. I can’t go into all of the details here, but we’ll definitely talk about it when you come in for your Family Legacy Planning Session. Book Your Planning Session here now.

Our Mission & Vision

A legacy takes a lifetime to build, but only moments to destroy!

Our Mission

Regnum Legacy’s mission is to build ongoing relationships with families, and provide them with innovative and sound legal strategies to protect their legacy and those they love.

Our Vision

Regnum Legacy helps families deploy their assets to their loved ones, safeguard their children from frightening and unnecessary court proceedings, and ensure loves ones are able to thrive in the face of the unthinkable. Most importantly, Regnum Legacy helps families pass on their intangible wealth--their wisdom, faith, knowledge, insights, and values so that children have an opportunity to know their parents in the event of a sudden death or disability.

Regnum Legacy will be known as the go-to boutique law firm for families with kids at home and Catholic families. The Firm provides a high level of one-on-one contact in a manner that makes the client feel like they have known the owner their whole lives and fosters a sense of unity between client and attorney.

From the moment the person comes into contact with the Firm whether it be through the internet, phone call, office visit, or personal meeting, they will experience an unparalleled level of personal service. Regnum Legacy seeks to serve the needs of not just clients but also of staff who support the mission of the firm. Regnum Legacy will be the kind of place where people enjoy coming to work, and value themselves and our clients. The firm will also invest in staff empowerment and self-leadership so they will invest themselves in the vision of the firm.

Our Core Values

Regnum Legacy is founded upon and adheres to Catholic social teaching, which encourages businesses and faithful practitioners to engage their everyday activities for the common good. With this in mind, the firm’s Core Values are:

  • Innovation
  • Authenticity
  • Compassion

We are passionately client-focused.

Authenticity

Authenticity is essential to our mission. This requires three facets to be constantly working in harmony. First, honesty. Each team member is encouraged to be honest about who they are and what they are passionate about. Second, humility. One cannot be truly authentic unless one accepts his or her passions in humility. Acting from a place of pride is entirely inconsistent with an authentic person. Finally, faithfulness. Once a person honestly reflects on who they are, what they believe, and what they are passionate about, and accepts those realities in humility the next step for an authentic person is to be faithful to that reality.

Compassion

We serve clients from the beginning of their family life (when they have kids) until their kids call us after their parents have passed. Dealing with the reality of death and helping clients plan for their own legacy after they die requires an enormous amount of compassion.

Innovation

We are not satisfied with the status quo. We seek to challenge our clients, attorneys, and team members to do things differently. Not for the sake of being different, but always with an aim to make the client experience better, more streamlined, and efficient.

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Testimonials Disclaimer

The testimonials on this website do not constitute a guarantee or prediction of results in your case

Discounts may apply if you already hold home, car or life policies with us.Discounts may apply if you already hold home, car or life policies with us.Discounts may apply if you already hold home, car or life policies with us.
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    Submitting this form does not constitute and kind of agreement between you and Regnum Legacy. You understand that you are not a client of Regnum Legacy until you formally sign an engagement letter with one of our attorneys.
    I Understand the Disclaimer

    Submitting this form does not constitute any kind of agreement between you and Regnum Legacy. You understand that you are not a client of Regnum Legacy until you formally sign an engagement letter with one of our attorneys.