Get Started

How to Get Started

By now you’ve seen that the Ferrell Law Firm is something special and because you love your family and you know your family deserves the kind of protection, guidance and love we provide. It’s important that you know how we work because we do things a bit differently at the Ferrell Law Firm than at other Memphis law firms. That’s why our clients love us so much.

Sitting down and creating trusts, wills, or estate plans has never been the highest priority for me or my wife. An incredible amount of anxiety comes up with just the thought of these documents, and the end of life, which necessitates them in the first place. With two children and an ever more litigious society, we had run out of excuses to delay the process any longer. After meeting with several attorneys, we chose the Ferrell Law Firm. We can honestly say that working with the Ferrell Law Firm has been the best service oriented experience we have ever had, period. They are kind, timely, understandable, incredibly thorough, and committed to the safety and security of our family. I recommend them with complete confidence.”

Wilson Robertson
Germantown, TN

Schedule Your Personal Family Wealth Consultation

Call our office in Germantown, Tennessee at 901-881-6352  to schedule your Personal Family Wealth Consultation. We will schedule the most convenient appointment time available for you with one of our expertly trained Personal Family Attorneys. We see clients on Tuesdays through Fridays and have offices in both Olive Branch and Germantown. We even have evening appointments available to make planning as convenient for you as possible.

When you schedule your personal Family Wealth Consultation, you will provide your credit card number to secure your appointment. So long as you don’t cancel your appointment within 2 weeks of your scheduled appointment, nothing will be charged on your card. If you must cancel within 2 weeks of your appointment, your credit card will still not be charged unless you fail to reschedule your appointment within 30 days of your cancellation. If you cannot keep your appointment and you choose not to reschedule, your credit card will be charged $200.

We understand that this policy of securing your appointment with a credit card may be unique. So is our law firm. We provide our absolute best service to those families who are looking for a long-term relationship with their trusted attorney. We spend most of our energy providing an exceedingly high degree of service to our existing clients and limit the number of new clients we see each week. We generally only take referrals from other trusted professional planning professionals. Because of this, we must secure your appointment time so that if something occurs and you can not attend your appointment, we’ll have enough advance notice to open the slot to a waiting family.

What to Do Prior to Your Initial Personal Family Wealth Consultation

About 3 days after scheduling your appointment, you will receive a Priority Mailer with your Estate Planning Worksheet and other important information that you will want to review before your personal Family Wealth Consultation. We must have your worksheet returned to our office three days prior to your consultation either by mail, fax or email or we will need to reschedule your meeting. Feel free to call the office at any time if you need help completing your worksheet or if you have any questions at all.

If you have existing estate planning documents, please make sure that we have your existing documents in our office at least a week before your meeting so that we can review them prior to meeting with you.

What to Expect the Day of Your Personal Family Wealth Consultation

On the day of your meeting, please expect to spend 1.5 - 2 hours with your Memphis estate planning attorney. The initial meeting with your attorney has two purposes:

  • 1. To identify whether there is a good fit between you and the attorney who will become your Personal Family Attorney and
  • 2. To educate you about the law and what would occur if you passed away with your current (or no) plan in place.

By looking at what would happen under your current plan, you can identify what you would want to happen differently, and then with your Personal Family Attorney’s guidance make the decisions that are needed to give you the peace of mind of knowing your family would be taken care of in the way you want if something occurs to you.

Assuming that you and your Memphis estate planning lawyer determine that there is a good fit between our firm and your family, AND that you identify specific ways you would want things to happen that are different than what would happen if something happened to you, you and your personal Memphis estate planning attorney can begin designing a plan for your family right away.

What Happens Next?

Once you and your  Attorney have completed the design of your estate plan, you will meet with your facilitator or attorney who will first review your assets for the purpose of making sure that everything you own will be titled for maximum protection and then schedule a meeting for you to sign your planning documents approximately 4-5 weeks later. We have a process of reviewing the documents with you that makes your plan so easy to understand that you will know for certain that we understood exactly the way you want things to happen when something happens to you, and that the people you care about will be in excellent hands with our firm. Once you sign your final documents, your assets and your family are protected as discussed during your design meeting.

We see that as only the beginning of our relationship. You may make changes to your planning documents at no charge for up to 90 days after you sign your documents. And if you sign up for our membership program then there is no charge even after the 90 day period has ended. In addition, we send letters to all of the important people you’ve named as health care agents, trustees and guardians letting them know just what to do if something happens to you - most importantly, call us, we’re here for your family!

At our final meeting during the planning stage of our relationship, we verify that all of your asset transfers are moving forward on track whether we are taking the lead or you are handling everything with our unlimited guidance.

What Happens After I Sign My Estate Planning Documents and Take Them Home?

After the initial planning phase is complete, the maintenance phase of your plan will begin. At no additional charge, we review your plan at least every three years and keep you informed at least semi-annually about changes in the law and about other issues that affect your family and your wealth. And, if you participate in one of our membership programs, you will have an opportunity to review your plan on an annual basis. Finally, we are always here for you and we don’t charge you for phone calls, faxes, or emails. We welcome your communications!

You’ll be amazed at how easy and painless the whole planning process will be for your family.