April Kerlew Secures Legacy and Avoids $10,000 Probate Costs for Her Children

April (00:05) Thank Okay, now I'm ready. promise. Ella Webber (00:10) All right, let's get started. first, just I'd love to hear a little bit about your story. So looking back to the beginning, what compelled you to watch Elliot Feldman Law Group's online estate planning workshop? April (00:26) Well, a couple of things. ⁓ I left my corporate job back in August, so six months ago, and hired a financial planner to take care of all my 401Ks and my pensions and make sure that that was all set up. And when I realized how much there was in aggregate, I thought, you know, I've heard about trusts, I've heard all of my friends have them, but I have no idea what it is or even how to go about getting one. ⁓ I knew it was going to be expensive or I thought it was going to be expensive. so I listened to, ⁓ I can't remember even how I learned about the webinar, but it came across my feed and I signed up for it. It was an informational webinar and I learned a ton. I remember learning a lot ⁓ during the webinar. And I think the one thing that really got me was, ⁓ Elliot talked about, you know, my kids and then their kids and what it would cost them if they had to go through probate. And I started to think, ugh, you know, that, I wouldn't wish that on my kids. know, neither one of them have the time or the inclination to go through all those hoops and they probably would end up losing a lot more money that route. And then I decided it was probably the best gift I could give them was to set everything up so that it was easy for them and that, you know, whatever's left in my estate just goes to them with minimal. work on their part with minimal effort on their part. And ⁓ when they're grieving, I didn't want them to have to be figuring out, you know, probate stuff and will stuff and, you know, it just really wanted it's for the comfort of my kids. That's why I did it. Ella Webber (02:10) Yeah, yeah, absolutely. And during the workshop, was there an aha moment where something really clicked for you? So when you knew you wanted to schedule a call with the firm. April (02:21) Yeah, when Elliot said that the cost of probate would probably exceed $10,000, that clicked for me because the price to hire your firm versus that $10,000 plus, it was a no-brainer. I pay it now and it's substantially less and it comes out of my money instead of their money. So that definitely made it click for me. Ella Webber (02:48) Yeah, yeah, absolutely, absolutely great. So what did you like best about working with the Elliott Feldman Law Group team and completing your estate plan? April (02:59) I liked knowing that things were being taken care of. I liked how thorough everyone was, how helpful they were. They walked me through every step of the process and made sure that I had the forms, the language, the background, everything I needed to set up the bank accounts and the insurance policies and all of those things. So it was really kind of idiot proof, which I liked. Ella Webber (03:25) Absolutely, one stop shop, right? That's great. So, finally, if somebody was thinking about attending one of the online estate planning workshops or scheduling a call with the firm, but they're a little hesitant, what would you say to them? April (03:29) That's right. Yeah. just do it. There really isn't an obligation. You learn and you'll know in your gut whether it's something you need to move forward with or not. And don't worry about taking advantage of a free offer like that. mean, that's what it's there for. It's educational. And then even that initial conversation before you sign on a dotted line is also informational and designed to make you as comfortable as you can be with moving forward. So just you know, take the free webinar, take the free ⁓ consultation phone call and follow your guide. Ella Webber (04:20) Awesome awesome. All right, great. So ⁓ Now I'm just gonna collect your verbal consent real quick So do I have your permission to use those responses for marketing purposes for Elliott Feldman Law Group and share one? April (04:33) Yes. Ella Webber (04:36) Awesome, awesome. And then if you just want to give a good smile, I'll take a screenshot for a thumbnail. Perfect, perfect. All right.