• Who We Are
    • financial journey
      2. financial journey
      3. Our clients chose us because they want complete confidence in their Estate Planning. Move forward with your plan today!
      4. How We're Different
      5. News
    • Forward Planning
    • Financial Resources
      2. Financial Resources
      3. Our clients chose us because they want complete confidence in their financial plan and in their company's retirement plan. Begin your journey with us today!
      4. Services
      5. What to expect
      6. How to prepare
    • Research Tools
    • Protect Your Family
      2. Protect Your Family
      3. Our clients chose us because they want complete confidence in their financial plan and in their company's retirement plan. Begin your journey with us today!
      4. Kids protection plan
      5. Family legacy

    What to Expect During Your Planning Session
    Please plan to be here for two hours so that you can get the most out of your Family Wealth Planning Session.

    The Soto Law Group is expecting to meet with you and with anyone else you will be planning with. Please make sure all parties will be available during the meeting time so that you can make the most of your planning session.

    Your meeting will begin with a member of the Soto Law Group, sharing some background and history about us and our law firm. You’ll then walk through what would happen if something were to happen to you now. You’ll let your Soto Family Lawyer know if what would happen is okay with you or not. If it’s not, your Soto Family Lawyer will help you design a plan to ensure your family will have as little to worry about as possible if something happens to you. We can have a plan in place protecting your family in as little as four weeks after your planning session.

    If, after reading How Our Law Firm is Different, you discover you are looking for a one-shot transaction rather than a lawyer who provides a lifetime of guidance and protection, guarantees your plan will work at the time of your death or incapacity, and guides you and your family throughout your lifetime, please let me know right away so I can take your appointment off our calendar and refer you to a number of lawyers we know who operate on a transactional basis.

    And, once you've reviewed How Our Law Firm is Different, you are ready to embark on a lifetime relationship with the Soto Law Group where we will help you plan for a life of success and prosperity and ensure the protection of your wealth and your family, please review the document called How to Prepare for Your Family Wealth Planning Session.
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      Xerox specialists help oil and gas companies and utilities manage increasing demand, escalating costs, and growing competition while navigating a complex regulatory environment.

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      Xerox specialists help retailers and consumer products manufacturers focus on winning customer mind share while streamlining document processes and reducing costs.

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    DocuShare ECM Software Platform
    Manage content across your enterprise.
    ePrintsourcing
    Manage print requirements easily with a comprehensive single-source solution.
    Finance and Administration Services
    Streamline your business processes for immediate access to your financial information.
    Imaging and Document Management Services
    Digitize and manage documents for fast access to business-critical information.
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    Manage print requirements easily with a comprehensive single-source solution.
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    Digitize and manage documents for fast access to business-critical information.
    Mail and Distribution Services
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    DocuShare ECM Software Platform
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    ePrintsourcing
    Manage print requirements easily with a comprehensive single-source solution.
    Imaging and Document Management Services
    Digitize and manage documents for fast access to business-critical information.
    Mail and Distribution Services
    Achieve savings and efficiency with expert mailroom management and staffing.
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    Cut the complexity of customer account management with an agile, digital approach.
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    Enhance your document creation process with a complete, one-stop design shop.
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    Derive maximum value from your document management processes
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    DocuShare ECM Software Platform
    Manage content across your enterprise.
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    Manage print requirements easily with a comprehensive single-source solution.
    Imaging and Document Management Services
    Digitize and manage documents for fast access to business-critical information.
    Mail and Distribution Services
    Achieve savings and efficiency with expert mailroom management and staffing.
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    Improve the return from your investment in customer relationship marketing.
    Document Advisor Services
    Derive maximum value from your document management processes
    Document Production and Publishing Services
    Drive out costs while increasing the effectiveness of your communications.
    DocuShare ECM Software Platform
    Manage content across your enterprise.
    ePrintsourcing
    Manage print requirements easily with a comprehensive single-source solution.
    Imaging and Document Management Services
    Digitize and manage documents for fast access to business-critical information.
    Mail and Distribution Services
    Achieve savings and efficiency with expert mailroom management and staffing.
    Office Services
    Optimize your office printing environment to improve productivity and reduce costs.
    Product Lifecycle Content Services
    Derive maximum value from your document management processes

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