• Who We Are
    • financial journey
      2. financial journey
      3. We are here for a life long relationship with you and your family through all of life’s events.
      4. How We're Different
      5. Speaking Engagements
      6. News
    • Forward Planning
    • Financial Resources
      2. Financial Resources
      3. Life goes through many changing events and can move so fast that you forget to protect your family. That’s where we step in. We will Forward Plan for your Family Protection so you can have peace of mind when life is moving at fast past.
      4. Services
      5. What to expect
      6. How to prepare
    • Research Tools
    • Protect Your Family
      2. Protect Your Family
      3. If your children are young, I am sure the thought has crossed your mind, “who would raise my children if for some reason I or the other parent are unable to”. It's not an easy thing to consider, but with a simple arrangement of a guardianship, you can have a peace of mind.
      4. Kids protection plan
      5. Family legacy

    How To Prepare For Your Family Wealth Planning Session
    You will get the most out of your Family Wealth Planning Session if you are prepared.

    First of all, you will want to complete the Family Wealth Inventory and Assessment. After clicking on the link, simply complete the worksheet as best you can. Don’t worry if you don’t know all the details we’ve asked for, it’s a great starting point for you to get your affairs organized. We also realize that for many people this is a starting point. The planning process is extremely helpful in that regard. We are going to make organization even easier for you after you meet with us. After you have scheduled your meeting, please return the worksheet at least three days before your scheduled meeting so your Soto Family Lawyer will have an opportunity to thoroughly review your worksheet and will be ready to advise you when you come for your meeting.

    Next, you will want to begin gathering bank account statements, brokerage statements, real property deeds, life insurance information, corporate record books (if you are a business owner), and retirement plan statements. Don’t worry if you can’t find everything. Again, this is just a starting point and we will help you gather everything you need throughout our process.

    Now would also be a good time to request beneficiary designation change forms from your insurance company, retirement account custodians, or from your HR department if you have work-related benefits. While you don’t need those right away, you will need them eventually and starting now can’t hurt.

    If you have any trouble gathering any of this information, simply email us: info@thesotolawgroup.com . . . we are here to help!

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      Xerox specialists help the public sector — including K12 education, higher education, state and local governments, and federal governments — offer improved services even with reduced resources and increased focus on ensuring a safe environment.

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    Achieve savings and efficiency with expert mailroom management and staffing.
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