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Rachel:
I’m like, who is that?
Greg McIntyre:
Just another day at the firm. And we’re talking about Love Island. Right, Taylor?
Taylor:
Yeah.
Greg McIntyre:
And The Firm, which is a movie that I assigned Elise and Rachel to watch-
Taylor:
[inaudible 00:00:20].
Greg McIntyre:
… they have already watched what? They already watched Fracture? Fracture, which is a great movie in relation to double jeopardy. So just the firm experience here. And Taylor and I were talking about pricing and flexibility and the value that we offer as a firm. Taylor, what do you think people are concerned with in regards to price?
Taylor:
It’s too much and that it’s just coming to paying that money out of pocket. Even if you have the money, you still want to have a safety net. You don’t want to just give it all away and not have anything to go on until your next paycheck. I think that’s [inaudible 00:00:55].
Greg McIntyre:
So for some people, it can be too much upfront. Is that what you’re saying?
Taylor:
Yes.
Greg McIntyre:
So what do we offer to help with that?
Taylor:
We offer two types of payment plans. You can play half now or half later when you come in for the signing, or you can pay half now and do a five month payment plan with a debit or credit card.
Greg McIntyre:
So there you heard it, folks. In addition to being able to pay upfront to us to handle estate planning, we also offer payment plans. It’s rare that there’s somebody out there that we can’t help. We offer many ways to get into our different estate plans, including complex trust, things that can really help your family. Lady bird deeds, healthcare powers of attorney, general durable power of attorneys, living wills, just a myriad estate planning tools at our disposal. And Taylor really helps our clients. If you haven’t figured out, Taylor’s very straightforward and matter of fact, and she really helps people work things through and make sure that they can get their affairs and their estate plans in order. Taylor does a great job for our firm, and we’re lucky to have her.
Greg McIntyre:
So Taylor, what is the value of hiring in our firm? We were talking about that in terms of flexibility. I was flexible. I want to put some picture of a contortionist because we try to be as flexible as possible.
Taylor:
Yoga poses.
Greg McIntyre:
Yeah, yeah. Yoga poses. We try to be as flexible as possible with estate planning attorney yoga poses. That’d be a good post. Right?
Taylor:
Yep.
Greg McIntyre:
So how are we flexible also? Not only are we flexible with payment plans, but also in helping our clients even after they hire us. what do we offer in services we offer that you know that some people don’t maybe?
Taylor:
If you can’t come to us, we’ll come to you with travel signings. We have a lot of clients that are in nursing homes or are not able to leave the home. So we will come to you if you can’t come to us. I think that’s a huge thing. And I think that makes us stand out. For [crosstalk 00:02:53]-
Greg McIntyre:
Just like the doctor on Little House on the Prairie, which I used to watch as a kid.
Rachel:
Case managers.
Taylor:
You have your own case managers, your point of contact. We’re always available by phone.
Greg McIntyre:
Case managers, that’s right. So what are case managers?
Taylor:
So we have one for every department for estate planning, Medicaid, VA, probate. So they are your point of contact. So you will have someone to talk to 24/7. They’re available for you. They’re there to serve you. They help with the case. They work one-on-one with the attorneys and make sure the case is going smooth [crosstalk 00:03:21].
Greg McIntyre:
We do spelling.
Taylor:
Spelling, addresses.
Greg McIntyre:
Addresses.
Taylor:
All of those [inaudible 00:03:26].
Greg McIntyre:
Because when we sit down at a signing table, I’d rather not have to reprint the document five times. I’d like to have it ready to go. Or if we’re going to a travel signing at somebody’s house, it better be correct when we get there.
Taylor:
And I think it’s important that you can review the documents before you actually come in for the signing. I think that’s a huge value that we offer, is sending out draft documents for you to review so we can do those workups so you’re not here for five hours in the signing where we have to do [inaudible 00:03:50].
Greg McIntyre:
So we respect your time.
Taylor:
Mm-hmm (affirmative).
Greg McIntyre:
But we also want you to understand what you’re signing and review it ahead of time.
Taylor:
Mm-hmm (affirmative). Another thing is, for instance, Medicaid, that is a lot of stress for certain people. They’re just not sure what to do, or they just don’t understand. So basically, they’re washing their hands free of that complications and allowing one of your case managers and Medicaid to do that whole entire application for you. So-
Greg McIntyre:
And that case manager is going to work with you to get all the information that’s needed.
Taylor:
Review, work with DSS social worker, the banks, everything.
Greg McIntyre:
All the information. And be the go-between between the social worker. Everything at the direction of the attorney. And they’re very good and very good at doing that. What about did we talk about recording all documents, making sure those get back to you?
Taylor:
Mm-hmm (affirmative). We are very good at recording. So we always have a system, backups in our system. So you’ll have the originals. We actually have the backups here. We’re very helpful [inaudible 00:04:51] phase. A lot of people don’t like to deal with DSS or even handling the clerk of courts for probate or things like that. We do all that for you, so you’re not doing all the running around. We do it for you. So I think that’s very cool.
Greg McIntyre:
Agreed. We want to do as much for you as possible. We really believe that when we’re your attorney, that’s our responsibility to do those things. And we want to help you as much as possible. Also, once you’re in our family of clients, we schedule free annual reviews for you because we know that your family is going to grow. It’s going to change over time. Things are going to happen. If you win the lottery, we definitely need to redo your estate plan. We might talk about trust. If you get new assets, if somebody passes away, if you get married, things happen. We want to be able to grow with you and change with you over time. So we want you to be our clients for life. We want to take care of your children, your grandchildren. I don’t know if I’m going to be alive that long, but I plan to be around for a long time. I try to stay healthy. Taylor bought me a great healthy lunch today. I appreciated that, Taylor.
Taylor:
You’re welcome.
Greg McIntyre:
It was salmon salad. So it was good. It really was.
Taylor:
After the complaining.
Greg McIntyre:
I wasn’t complaining. I was just asking why it’s smelled like it did, but it’s good. It’s good. It was great. Yeah. And I ate it. What else do we? Free e-Docs access for life. Tell them what e-Docs access is.
Taylor:
E-docs access system is an online vault. So it’s online banking. So if you’re ever out of the country, out of state, at the bank, at the doctor’s office and you don’t have those original documents with you, you’ll be able to pull it up straight from your phone, a computer, a tablet and be able to print or email those documents straight from there. So I think that’s really cool to have.
Greg McIntyre:
So that’s just part of just the value of what I call the value of being our client.
Taylor:
[crosstalk 00:06:39].
Greg McIntyre:
We build a lot of value in there. It does save you time.
Taylor:
And then you don’t have to go back home and get the documents. You can just [crosstalk 00:06:44]-
Greg McIntyre:
I promise you that I, and she knows this, I’m constantly thinking of how I can bring you services better, more efficiently, easier and at a great price point. As Taylor said, it’s too much money. Everything costs too much these days, but-
Taylor:
It’s worth it.
Greg McIntyre:
… it’s worth it.
Taylor:
Mm-hmm (affirmative).
Greg McIntyre:
You know what really costs a lot of money?
Taylor:
Not planning.
Greg McIntyre:
Not planning, losing everything because of a longterm care situation, losing your home.
Taylor:
[crosstalk 00:07:13]. Procrastinating.
Greg McIntyre:
Procrastinating. What about people who say it’s COVID-19 , it’s coronavirus right now. I don’t know. It’s uncertain. Things are uncertain. The future’s uncertain. Well, the future’s always uncertain. And the cost, the real cost is not planning. Taking control is the right thing to do, in my opinion.
Taylor:
Who doesn’t like to be in control?
Greg McIntyre:
Not being a victim and just being subject to the tide, to liens, to the government, to the panic that’s peddled to you every night on the news to taking control.
Taylor:
The fear.
Greg McIntyre:
The fear. I agree. Believe it or not, we had just finished having an hour long spirited debate and discussion about some of these issues. And I just wanted to talk to you about them. If you need anything, I’m Greg McIntyre, McIntyre Elder Law. We have great attorneys if I don’t say so myself. We have great people here at our firm, great service. That’s what makes the firm. Taylor, why do we get such great reviews, and why are people so happy? You said it earlier. It’s because of our case managers.
Taylor:
[crosstalk 00:08:30].
Greg McIntyre:
It’s because of the people in our office that care.
Taylor:
We want to get to know you. We want to be involved in your life. I think that’s a huge thing. We had someone today that came in. And they just moved here not too long ago, and they like walking. So I think it’s really cool to talk about that and being able to explore different parks and things like that. So I think that’s pretty cool.
Greg McIntyre:
Yes. So if you need us, right now, we’re offering free consultations as our civic duty during this time. It’s a tough time for everybody. If we can help you in any way during this time to plan during the crisis to help you and your family, we say our slogan is helping seniors protect their assets and legacies, and we really mean it. So if we can help you or your family, give us a call. We’ll schedule one of those free consults for you. Call 704-749-9244. Or you can go online to mcelderlaw.com and schedule your free consult right there, literally right there. Check it out, mcelderlaw.com. Have a great day.
