Legacy Planning | Asset Protection | Wealth Preservation

What makes us different from our competition?

• We are a high-touch, low volume practice.  The two most important traits that distinguish our practice from the competition are education and personal service.  Our set fees for estate and business planning include time teaching you what we did on your behalf, without billing you hourly for the “privilege” of helping you understand your own plan!

• Most of our pricing is set fee, not hourly fees (hourly fees are the “typical” billing model used by lawyers). Our education and service are already factored into our set fees.

• Both John Buckley and Melinda Buckley (John’s wife and former Legal Administrator) have owned small businesses other than Buckley Law, so we understand the unique estate and business planning needs of entrepreneurs and small business owners.

• We conduct a first meeting with potential estate and business planning clients at no charge. Our attorneys review the potential client’s family and financial situation as well as the client’s goals, dreams, and aspirations.  If a prospective client wishes to work with us following the initial consultation, Buckley Law prepares and coordinates a plan that achieves the client’s immediate as well as long-term goals.

• We don’t just “create” trust documents when that is the tool you decide to use for your estate plan.  We also work with you to title assets in the name of the trust, ensuring that your intended objective (avoiding probate) is actually accomplished. Unfortunately, many of our competitors don’t provide this valuable service, meaning the client’s plan can be compromised and subverted.  This “funding” work is included in our set fee plans.

• We spend a lot of time with our clients. We have no preconceived notion of what tools you should or should not use when you meet with us for a free consultation. We let you define your hopes, goals, aspirations, and dreams. After our free estate planning consult, we draft an engagement letter that makes (and explains) our recommendations, based upon what we learned in our first meeting together. This means we work hard to earn your trust and then please you when you honor us with your business.

• We do what we say, and say what we do.  John and Melinda went to high school together in Kentucky and learned early to under-promise and over-perform. We follow through on our commitments and work diligently to complete every phase of the work clients hire us to do. If you sign up for our PEPP (Prevent Estate Planning Problems) program after we do your estate plan, we make maintaining your estate plan easy, irrespective of changes in the law. We know that maintaining your business or estate plan is just as important as creating that plan.

Who are our clients?

• Families and individuals who have amassed an estate and desire that it pass to whomever they want, whenever they want, with a minimal amount of administrative expenses (including attorney fees and court costs).

• Medical professionals concerned about the litigious nature of our society and the possibility of a patient who may view a doctor’s malpractice insurance as the equivalent of a winning lottery ticket.

• Business owners desiring to ensure that their legal documents, including entity governing documents, commercial contracts, and leases, protect their interests to the greatest extent possible.

• Entrepreneurs looking for a turn-key strategy to form and ultimately exit from a business with style.

John Buckley calls himself a Counsellor at Law because we believe our calling to help you (like the title) is unique. We are a team of professionals called to advise and help families, business owners and others control and preserve their hard-won wealth through unique and customized legal strategies, counseling, and planning. We look forward to the opportunity to prove our value and expertise to you.  Reach out to us today to get started!