For Attorneys: Heirloom Property Toolkit Options for Purchase
Tim Borchers specializes in second home succession and co-ownership planning and offers support services to attorneys who seek to further enhance their proficiency when assisting clients with second homes, heirloom properties, and co-ownership arrangements.
There are 3 options available to you:
Toolkit & Materials Only
This toolkit includes terms for full trusts and agreements, second home clauses and tools, like questionnaires, funding calculator, terms for your engagement with a client, and marketing materials and suggestions to use as often as you like.
$850
Includes access to future changes to existing toolkit as well as new materials added to the toolkit.
Toolkit + One Hour of Counsel
Tim will spend 2 half-hour sessions or 1 one-hour session with you to discuss strategy for your cases and assist with drafting or other questions, and you will have the toolkit to use again and again.
$1,300
Upon making your payment, you’ll automatically be sent to a page with the download link for the Toolkit and Tim’s calendar for scheduling.
Toolkit + Co-Counsel
In addition to the Toolkit, Tim will co-counsel one entire case with you, assisting in strategy, how to price your work, drafting, questions of general law, and review of documents, invisible to your client, until the matter is complete, up to 5 hours of Tim’s time.
$2,500
$1,300 payable now, the remaining $1,200 to be billed later
Upon making your payment, you’ll automatically be sent to a page where you can download the Toolkit and also schedule your first meeting with Tim.
- Terms of Purchase: The Toolkit materials are not an out-of-the-box solution to counseling, drafting, and marketing in the second home area of the law. They are tools for your application and creativity. They are not perfect. Edit them freely. If you believe there is a problem, kindly share your finding so that the creators (“We”) may possibly improve the product. We reserve the right to make changes to the materials. We will provide purchasers access to updates from time to time. We make no guarantee of results or the usefulness of the Toolkit to particular cases. No relationship is implied or created between the creators and lawyers’ clients. You may use the materials in your law practice and in your firm practice. Do not otherwise replicate them or resell them. Honor any trademarks shown.
- Refund Policy: We will honor your request for a full refund within 72 hours of purchase. Please send a request with specific feedback on your review of the materials along with your assurance that you have destroyed all copies of the materials to Coach@BorchersLaw.com. Allow 30 days for the refund to be processed.
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Attorneys - Heirloom Properties & Trusts
Tools & resources to help attorneys interested in Heirloom Properties & Heirloom Ownership Trusts.
