As an estate planning attorney, I hear a lot of people say, “I don’t own anything. I don’t need an estate plan.” Here we go again, I think. How could anyone think they don’t need an estate plan?
My first impulse is to run screaming out of the room. But then I say to myself, “What would you accomplish by doing that? Aren’t you committed to being of service and contribution to each and every prospective client?”
So, instead, I silence the screaming in my head. I remind myself that financial and legal literacy are not ubiquitous in our culture, which is actually why I chose this job. Then I calmly ask the prospective client to tell me about themself, their life, and what they want their legacy to be.