The Cast That Broke Me

That’s it. I can’t take it anymore. This is the straw that broke this camel’s back.

I’m referring to a cast. 

That’s what has brought about all my angst. A simple cast. Or rather, “this torture device from hell, imprisoning my dominant hand and reducing me to the functional equivalent of a toddler for what feels like an interminable amount of time.”

It’s Been Nearly a Year With COVID. Okay, we dealt with that. We shifted our office systems where we needed to so we could be entirely virtual. Truthfully, we love the changes we’ve made, and so do our clients! We’ve massively up-leveled our communication game with regular emails about where we are in the planning process, what you should do now and what’s coming up next.

It’s No Secret I’m a Fiend for a Great System.

Systems make the difference between that uneasy feeling that your attorney is flying by the seat of his pants and kind of winging it versus feeling confident that your attorney is an expert, knows exactly what she’s doing and success is right around the corner.

So… while this cast has  made everything hard and more time-consuming, the one beacon of hope is that, thanks to the systems we have in our firm, I at least don’t have to expend a lot of energy figuring out what to do next. Systems are great that way.

For example, if you become a client (or if you are a new client) I have a reliable process I use to make sure we’re identifying and addressing your specific goals. Not the goals I think you should have, but the goals that resonate with you. I want to make sure you have the knowledge and clarity you need to feel confident you’re making smart decisions. After all, this is important stuff, right?

Systems help keep things efficient and support you through the three phases of estate planning.

They are what keep things as simple as possible so that you move forward to completion. If you’ve ever worked with an attorney who left the ball in your court, you know how hard it is to keep picking up that ball to keep things in motion. (Isn’t that what you’re paying that attorney for???)

A good system will always have a clear next step, whether it be an email summarizing a conversation and explaining homework, or setting the next meeting on the calendar, or both.

I will confess though, even with our clear office systems, the cast has made me want to crawl into bed, pull the covers over my head and just stay there for the next three weeks. Who’s with me on that? 

When those days hit hard, I know that in order to get into motion I just need to take that first step. Any step. No matter how tiny it is, it will mean progress toward the goal. (This, in and of itself is a system!)

If you’ve been meaning to get your Wills done, is it time to throw off the covers and get out of bed about it?

What’s one tiny step you could take to make progress toward that goal? 

• Check out our website and use the Contact Us form to let us know you want to talk. 
• Request a Planning Goals Discovery Session
• Go old-school and give us a call at (508) 281-7900

If you take that first step, we’ll keep things in motion. We have a system for that! 😉