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In the past, I've made it a point to send one big email per year about my estate planning law practice and professional life.  Not this year - below is an email I just sent around to clients and friends:

I have received SO MUCH positive feedback about the Panic-free Planning Potlucks.  Thanks to many of you for your participation and enthusiasm, and for spreading the word.  However, the Potlucks are not right for everyone, so I've expanded my Panic-free Planning offerings.   Read below or go to my website and click on Panic-free Planning.

In addition to Panic-free Planning Potlucks, I am offering Panic-free Planning Workshops in my office.  These Workshops are much like the Potlucks - you execute the same very basic documents for the same very low price.  The Workshops are good for those of you who can't or don't want to organize a group of friends, or would rather skip the bonding meal and get your documents finalized at a less time-consuming event.  Workshops are already scheduled for April, and as long as at least two unrelated people sign up for a Workshop, it is a go!

I am also offering Self-help Consultations that take place in the comfort of your own home.  How many of you have bought the do-it-yourself materials from Nolo or some other legal publishing company?  Are the software and book gathering dust on your shelf?  For a flat fee of $500, I come to your house and work with you for up to three hours to finally use that software you bought to help you create a fully customized estate plan (to the extent your software permits).  Maybe you haven't created your estate planning documents because you have difficulty finding the motivation or time.  Or maybe you can't let go of that nagging fear that you will miss something.  With my self-help consultations you'll do it yourself, but you won't have to do it alone.
 
Lastly, if you are interested in putting together an estate plan (whether through a Panic-free Potluck, Panic-free Workshop, Self-help Consultation or otherwise) and are short on cash, talk to me about bartering!  I can't guarantee I'll need your services, but I'm always open to talking about it.

OK - that is all for now.  Please forward this information to anyone you think might be interested.  If are on any listservs (in particular parenting or school listservs), and want to post this information there, that would be great, too!

With thanks and good wishes,
Amy

 


Comments

Lexie Tillotson
04/11/2009 00:39

I am so glad I saw this on FB. I can already think of 5 people to call who have little kids and need your services.

I've been sad that we haven't stayed in touch in general - I have a Neanderdolls T-shirt saved for a pal of your's who plays killer piano - but life happens.

I've recently needed to get back into th elegal assist biz - your friend Margaret Murray has been consulting on my newly re-fabbed resume.

She and Sanae told me you were doing potlucks. I think that is fantastic.

I'm wondering if I can trade a reference for office help. I worked at Sideman and Bancroft doing estate planning (doc work, of course) and I was constantly running over to Folger and dropping things off.

Any chance I could do some of your wordprocessing (gratis) so I could use you as a ref? As a proffessional temp, I don't have the usual ref's and I've been out of the biz for so long . . . Just tested skills at Robert Half - scored 95%+ on everything (except typing speed - that's why we always hired Ken!) and got bounced 'cause I stole smokes 24 years ago. Ouch. Economics finally require Expungement. Damn.

Ain't too proud to beg . . . Plus, I'm just down the hill . . . 415-333-9511.

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