On this page, we will do our best to introduce ourselves to you. We hope to give you a sense of who we are, how we approach estate planning, and what we believe clients should expect from an estate planning attorney. Along the way, we hope our firm's personality and philosophy will shine through.
If you like what you see here, you can also take a look at our social media presence on Facebook and Instagram. Feel free to take a look at what some of our past clients have said about us.
If you want to skip all of this, that's okay too. In the end, we believe the best way to know us is to give us a call and ask us some questions. Or better yet, set up a free initial consultation.
Our Philosophy is
What Sets Us Apart
When you hire an attorney, you should expect to work with an attorney. This may seem quite obvious until you discover that many estate planning firms rely on an assembly line of paralegals and assistants to do most of the estate planning work.
But who does that assembly line of paralegals and assistants really help? The law firm or the client?
If you've ever played the "telephone game," then you know how easy it is for communication to break down as more links are added to the telephone chain. When it comes to estate planning, the data matters a great deal. After all, that data can be the important details at the heart of your family dynamics or about your financial fingerprint. It can be the difference between a tax benefit or a tax burden.
Our commitment to a personal and direct attorney-client relationship is just a part of what sets us apart from many estate planning firms.
When we created Koza Law Group in 2012, we knew we wanted to create a law firm that was uniquely client-oriented. We adopted an approach centered around mindfulness and connection.
In practical terms, this meant we would never rush the interactions between our attorneys and our estate planning clientele. We would patiently talk through the difficult design choices allowing for our clients to have the time and space needed to discover their underlying planning goals.
We believe estate planning is not something that should be rushed (unless there are exigent circumstances, of course). Nor should any of the work be delegated to a paralegal or law clerk.
These days, we refer to this approach as mindful lawyering.
Keys to Mindful Lawyering:
1) ask the right questions
2) listen to the client
3) ask the right follow-up questions, and listen carefully
4) explain the issues, including the pro's and con's of the various design choices
5) be patient to allow for the client to ask questions, and work with the client to resolve difficult or uncertain design choices
6) make sure we get the details right
7) answer all of our client's questions
8) make sure our client understands the basic framework of their estate plan
9) draft and revise the documents as needed until the client is completely satisfied
10) make sure the client understands the importance of funding the trust
11) provide the client with detailed funding information
and lastly, and perhaps most importantly--
12) be grateful for the opportunity to serve our client
When we practice gratitude, we are rewarded with a "meaning and purpose dividend."
But not just for us, but for our clients too.
Estate Planning is a Rewarding Experience
It can empower: Estate planning is proactive. It is not reactive or passive. By acting on your own initiative, you are empowered to act with mindful consideration of your choices. You are not just reacting to the world around you, you are actually creating your own story.
It can bring families closer: On more than one occasion we've seen the process bring married couples closer. Simply put, estate planning is the ultimate act of love. It is an act of thoughtful generosity. When a couple goes through the estate planning process together, with the right attorney coaching them along the way, it's not uncommon for the process to bring the couple closer together.
It can make us feel better: But perhaps most frequently, we see the proverbial "weight being lifted" off of many of our clients. It tends to happen right after they sign their documents, and when it happens, it's not uncommon to see our clients be caught by surprise as to their newfound sense of relief. Some have mentioned it as a surprising and welcome feeling of "becoming lighter."
Obviously, not everybody feels the same way when they get to the finish line of estate planning. Not all couples feel closer, and not everyone feels "lighter" of mind after they have completed their estate plan. No matter what they feel when it's over, we know that they have a plan in place that will:
(1) avoid probate wherever avoidable,
(2) provide for their loves ones in the most suitable manner for their unique purposes,
(3) mitigate or altogether avoid gift and estate taxes wherever possible and suitable, and
(4) be legally sound and up-to-date, taking into account the most recent changes to the law.
See below for more information about what you can expect when you retain Koza Law Group.
Our Carlsbad Offices
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