When you schedule your first estate planning meeting with Davis Law Group, one of the first things we ask you to do is complete our DLG Legacy Organizer©.

Clients often ask:

“Why is this so important? Can’t we just talk through everything in the meeting?”

While in-depth conversations are a big part of our process and our first meeting with you, the Legacy Organizer© plays a critical role in making your first meeting productive, efficient, and truly tailored to your family. Here’s why.

A Personalized Starting Point

Every family has a unique story, structure, and set of goals. Some clients have blended families, minor children, or children with special needs. Others own businesses, rental properties, or assets in multiple states. Many are concerned about taxes, probate, or protecting a loved one who receives government benefits.

The Legacy Organizer© helps us understand your specific situation before we ever sit down together. It captures important background information such as:

• Family structure and children
• Prior marriages or divorces
• Business interests
• Real estate holdings (including out-of-state property)
• Government benefits or special needs considerations
• Charitable giving goals
• Existing estate planning documents

All of this information allows your attorney to come to your first meeting fully prepared to discuss your priorities—rather than spending most of the time gathering basic facts. We know your time is valuable. By completing the organizer in advance, we can:

• Review your information ahead of time
• Identify potential legal issues or planning opportunities
• Prepare preliminary strategies customized to your needs

This allows your meeting to focus on what matters most: your goals, your concerns, and the legacy you want to leave behind. Instead of a generic overview of estate planning, you get informed guidance that reflects your real-life circumstances.

A Key Step in Our Family Legacy Process©

The Legacy Organizer© is a foundational part of Davis Law Group’s Family Legacy Process©, our proprietary approach to estate and wealth planning. As outlined in the organizer itself, this process is designed to ensure:

• Your values are preserved for future generations
• Your assets transfer smoothly to those you choose
• You avoid unnecessary taxes, court costs, and litigation
• Your family is protected if something unexpected happens

We’re not just drafting documents for you, we’re helping you create a thoughtful, lasting legacy.

Estate Planning Beyond Finances

While financial information is important (and included in the organizer), estate planning goes far beyond dollars and cents. The organizer also asks you to think about:

• Who would make decisions if you were incapacitated
• Who would care for minor children
• Who you trust to administer your estate
• Important heirlooms you want to pass on
• Advisors already on your team (CPA, financial advisor, etc.)

These questions help start meaningful conversations about your wishes, and details that often get overlooked, but actually matter deeply to most families.

Setting You Up for Long-Term Success

Completing the Legacy Organizer © is not busywork—it’s an investment in your own peace of mind. It allows us to:

• Spot potential risks early
• Design a plan that truly fits your family
• Reduce stress and uncertainty later
• Create a roadmap that evolves as your life changes

The organizer clarifies your goals, concerns, and objectives and provides the information needed to identify the best legal strategies for your family.

Helping You Achieve Peace of Mind

We know estate planning can feel overwhelming, but you don’t have to navigate it alone. The DLG Legacy Organizer is simply the first step in a thoughtful, personalized process designed around you.

By completing it before your first meeting, you’re helping us help you so we can focus on building a plan that protects what matters most. If you have questions while filling it out, our team is always happy to help. Contact us today.