Law Office of Suzan A. Colgan

Helping families pass on their legacy with love and understanding

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760-231-8716
scolgan@scolganlaw.com
WELCOME!  We here, at the Law Office of Suzan A. Colgan, are here to help you.  Our focus is on families with young children, helping them to ensure their children are always in the care of people they know, love and trust. 

 We also serve you by creating your will, trust, healthcare  directives,  and other documents needed in cases of emergency and at the end of life.  Our goal is to ensure that you are certain that you have done the right thing by your family.  We will aide you in creating the right estate plan for your family's needs, to leave them more than just your assets and wealth, but your values, insights, hopes and dreams.
We want to be your family's trusted legal advisor, by providing affordable access to a lifetime relationship to a lawyer.

​Please take a look around.  See how we are not your typical law firm.
Suzan A. Colgan
How We Are Different
Explaining to you how we’re different requires an explanation of what the “traditional” experience with a lawyer is like.  If you’ve worked with a lawyer to prepare estate planning documents for you in the past, this will sound familiar. 

During the traditional experience, you’ll go in and meet with a lawyer who will oftentimes make things seem very complicated and confusing.  You’ll have a good idea that the lawyer is smart and seems to know what they are doing, so you’ll nod and answer questions, as if you understand everything.  Because you want to do the right thing for your family, you’ll have the lawyer prepare documents for you and you’ll sign the documents, feeling relieved that you’ve got that taken care of. 

You’ll take your fancy planning binder home, stick it on a shelf or in a drawer, mark estate planning off on your checklist as DONE and never think about it again. 

You might remember your lawyer said something about moving your bank accounts into the trust.  So you’ll go to the bank, forget what you were supposed to do, call your lawyer’s office, get a voicemail, have to leave the bank and wait for a call back, (which takes several hours at least and sometimes days) and by that time, you’ll have gotten busy with other things and never get around to moving that bank account. 

A few weeks later, you’ll get a bill in the mail for $67.50 for 15 minutes of your lawyer’s time for answering a couple of questions.  You’ll make a mental note– don’t call lawyer ever again. 

Several years later, you’ll refinance your house or sell it and buy a new one and forget that you were supposed to let your lawyer know or make sure you kept the title in the name of the trust. 

Your children will get older, making your guardianship choices outdated, but you don’t want to call your lawyer because you know you’ll get a bill in the mail two weeks later. You’ll hear something about a change in the tax law, but you figure you’d surely get a letter in the mail from your lawyer if it was something that affected you, so you don’t worry about it.  And, you’d have to dig through boxes to find your trust documents so you could remember your lawyer’s name and find her contact information.  Who has time for that? 

It’s not until you become incapacitated or die and your family finds the binder you stuck up on a shelf several years before and never looked at again, that they’ll realize your plan is so outdated that it has nothing to do with your life, your assets and the law. 

Your family is at a loss.  They don’t know where to turn or what to do, so they contact the same lawyer you used to prepare the documents, who is as happy as can be to probate your assets, which never made it into the trust.


Our Firm Difference:
What makes our firm different is that we were built with the needs of growing families in mind. We understand you are BUSY, you are growing, you are planning for a life of prosperity and you value ease, convenience and efficiency. You want to know you’ve made the best decisions for your family and that your plan will work when your loved ones need it most. You want to make sure your children would be taken care of in the best way possible and will be prepared to receive your wealth if anything happens to you. 

​That is our focus as well. We’ve developed unique systems to give you the same access to a personal family lawyer as was previously only available to the likes of Bill Gates, Warren Buffet, and Sam Walton so you can have the guidance you need to build and maintain a life of prosperity and wealth.
We encourage communication with our clients. In fact, we’ve thrown out the time clocks so you never have to be afraid to call with a quick question. Everything we do is billed on a flat-fee basis, agreed to in advance, so there are never any surprises.

We have processes in place to ensure we assist you in a timely fashion, not days later. And, we ensure the most important details of your planning are followed through on and your plan continues to work throughout your lifetime.

We will assist and follow up with you to ensure your assets are protected, so they do not end up going
through a long, expensive court process or being lost to the state because they were missed after your death.

We’ve created unique membership programs to keep your plan up to date year in and year out as well as give you access to our Trusted Team of Legal Experts for guidance on ANY legal or financial matter. 

One day you will need a lawyer. I don’t know why and I don’t know when, but when you do, you will be grateful you can call on us and we’ll be here to advise you or get you out of a jam.

Lastly, we believe your financial wealth is only a small part of your overall “Family Wealth” which is made up of your far more valuable, Intellectual, Spiritual and Human assets – who you are and what’s important to you.  Most estate plans are only able to transfer your financial wealth onto the next generation. The intangible nature of your much greater wealth has made it difficult to capture and it is most often lost when someone passes. How much do you know about your grandparents values? Their most prized personal possessions? How they felt about you? What they had learned during their
lifetime?

If you are like most people, you know very little. But, the wealthiest families capture these assets and pass them along right with their financial wealth. And, that’s part of the reason the rich keep getting richer. We’ve developed a tool that allows us to pass on your whole family wealth, including your Intellectual, Spiritual and Human assets. I can’t go into all of the details here, but we’ll definitely talk about when you come into meet with your Personal Family Lawyer.

We look forward to seeing you and caring for your family soon!
Suzan A. Colgan, Esq.
 
PS – if you think this all sounds expensive, well, you are right and you’re wrong. I can guarantee you
that if you qualify to meet with a Personal Family Lawyer®, that planning is substantially less costly than it would be for your family if you died with a plan that didn’t work or if you didn’t have a plan in place at all. And, we’ve made creative financing available to our clients because we know that this planning is the foundation for a life of success!

Our firm believes in personalized service for each and every client. Our approach is educational and proactive - we first determine each client's individual needs, desires and values, and then tailor their plan to best fulfill their dreams.​

We represent families throughout varying stages of life:
  • Traditional two parent families or Single parents wishing to provide for and protect their children and themsleves;
  • Unmarried couples who are either solidifying their relationship through proper planning or dissolving their relationship with the assistance of caring counsel;
  • Blended families negotiating the challenges of creating new relationships with varying expectations;
  • Estate executors and beneficiaries navigating the court process of probate administration family members or trustees carrying out the legacy left behind through a trust administration.
​​
With each of our estate plans we include a no-charge 3 year review to ensure that as our clients' lives change, so does their estate plan and ensure that all our clients' assets are held properly for maximum protection. And, we have annual membership programs for clients that desire even more service.

Our clients benefit from the care we offer the whole family from free estate checkups to basic planning documents for young adult children; become part of our client family and feel how much we care.​
Attorney Bio
I graduated from the University of San Diego School of Law in December 2007.   While most employers were downsizing I was able to find a position as an associate attorney in a small personal injury firm.  For over five years I mastered the art of personal injury litigation, but this was not the reason I went to law school.  I went to law school to help people in their lives and really make a difference. I quickly realized that in litigation winning is not winning. No matter the outcome, both sides of the case were disappointed.

During this time I realized many people were not ready for the inevitable that can happen in an instant with no warning. Especially in personal injury cases where some of my clients were not so fortunate.  Family members were required to endure an expensive, lengthy, public court process, so they could get a court order that would allow them to attend to their loved ones
 
needs, including health, finances and personal care. My experience with these clients made me acutely aware that I, myself, was ill prepared for an accident or if I or my spouse suddenly passed away.

Now, my husband and I have a little girl, which made me realize our need, as well as the need of families like mine, to establish the right plan to care for their little bundles of joy. Intending to help families like my own, and those I saw too late in my Personal Injury Practice, to be prepared in the case of emergencies and accidents, I started my own firm, where I can help families prepare legal plans and more that will really protect them and their loved ones.

I serve families in my community. To help them develop the legal plans that allow them to know their loved ones will be taken care of in their absence and have an as easy of a time of it as possible if anything ever happens to them. I would love to serve your family, so that you can pass on not just your assets and wealth, but your insights, values, hopes and dreams to your loved ones and make life easy for them as possible.

Why Work with the Law Office of Suzan A. Colgan
Before Hiring an Estate Planning Lawyer Understand the Difference


Many estate planning attorneys take a "one-size fits all" approach with their clients; they do this so that they can work with as many people as possible in a short period of time.  The problem is that the client has an impersonal experience; but worse than that, this way of planning can lead to unintended results in the long run for the family.

When lawyers do not take the time to listen and consider a family's personal circumstances, the result is that your Will & Trust Documents do not end up reflecting what your family really wants to happen.  And usually there is no review or updating, so the plan quickly becomes outdated and does not work when your family needs it most.

So even though you may pay less up front to get a standard set of documents (or even documents that are customized for your family), things end up much more expensive in the long run.  Plus, you leave your family at risk of having to deal with an expensive, unnecessary court process during a time of tremendous grief.

The Law Office of Suzan A Colgan, is right for you if you want to know that your plan will actually work when you and your loved ones need it the most.  If all you want is a set of legal documents, there are plenty of online resources you can use to create them.  Or you can go to a traditional estate planning lawyer.

If what you want is to know you’ve got a plan in place that will make things easy for your loved ones no matter what happens when, we’re the right fit for you.

Here are some of the ways we are different from most estate planning lawyers:

(1) All of our fees are fixed fees agreed to in advance, so there are no surprises. At our initial meeting you will choose the level of planning and fee that works best for your family, so there will never be any surprises.

(2) We keep you informed and make sure your plan works.  We don’t just prepare a set of legal documents for you and send you on your way.  We make sure your assets are owned in the right way, we make sure your kids’ well-being is properly planned for, we ensure everyone you’ve named in your plan knows what to do if anything happens to you. 

(3) We review your plan at least every 3 years and annually through our Family Wealth VIP Membership program. .  We foster a lifetime, ongoing relationship with our clients.  Throughout your life, things change.  You change; your assets change; your family changes; the law will definitely change.

(4) We have a whole team in place to answer your quick questions and to make the planning process incredibly easy and painless for you and your family. We have a process for helping you make sure that your assets are titled in the right way, both now and over your lifetime.

(5) We help you get your legal and financial house in order by helping you make smart choices about things like buying insurance, saving for college, and retirement planning so you never spend more than you have to or get taken advantage of by unscrupulous sales people.

(6) Legacy Planning.  We believe that planning is about much more than just the transfer of your financial wealth. With all of our plans, we include a process to help you transfer your most important personal wealth to your loved ones, including your intellectual, spiritual and human assets - who you are and what’s important to you.

Before you engage an estate planning lawyer to help you plan for the well‐being of your money, your family and your life, there are questions you need to ask. You need to ensure that the estate plan you put in place will really work when your family needs it and won’t end up just a pile of worthless paper after you are gone.

Don’t let a set of legal documents become false security that keeps you from doing what’s best for your loved ones.
UPCOMING EVENTS
  1. 12/07/17
    Kids Protection Planning
    Ensure your children are cared for by people you know, love and trust if something happened to you. In this class you will learn why you need to name guardians for your kids and how to get started. Call (760) 231-8716 to reserve your spot today, space is limited.
  2. 11/15/17
    Estate Planning 101
    Learn more about • The number one best way to ensure that all of your assets are titled in the best way possible for the maximum protection so that your family will be able to grieve for you without the added burden of a complex and expensive court process after you are gone. Also learn • The secret to leaving your children a legacy of assets that can’t be taken away if your child is sued or gets divorced in the future. And much much more. Call (760) 231-8716 to reserve your spot today, space is limited.
  1. 
                                 My wife and I procrastinated for years on doing our will and trust,
                                 mostly because we were busy and thought we didn't have time.
                                 However, we have minor children and knew we had to make sure 
                                 they were taken care of in the event we were gone. At our initial meet,
                                 Suzan was so professional, she knew what she was talking about and
                                 really listened to us. She put together the perfect will and trust that 
                                 was tailored to our needs. She was there for us throughout the process
                                 and kept us informed every step of the way. She did such a wonderful 
                                 job, so glad we used her. It's great piece of mind to know everything is in
                                 order and that our children will be taken care of. 

                                                                                                                             Chris & Andrea
    My wife and I procrastinated for years on doing our will and trust, mostly because we were busy and thought we didn't have time. However, we have minor children and knew we had to make sure they were taken care of in the event we were gone. At our initial meet, Suzan was so professional, she knew what she was talking about and really listened to us. She put together the perfect will and trust that was tailored to our needs. She was there for us throughout the process and kept us informed every step of the way. She did such a wonderful job, so glad we used her. It's great piece of mind to know everything is in order and that our children will be taken care of. Chris & Andrea
  2.                                          My experience with Suzan was Great! Very thorough                                  
                                  and professional while also being personable and relateable.                                                                                                                          

                                                                                                                           Andria
    My experience with Suzan was Great! Very thorough and professional while also being personable and relateable. Andria
  3.                                    My father passed away this summer, and it made us appreciate 
                                all the work that Suzan has done to help us get our things in order!                                                                                                                                       
                                                                                                                           
                                                                                                               Shane & Lisa
    My father passed away this summer, and it made us appreciate all the work that Suzan has done to help us get our things in order! Shane & Lisa

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scolgan@scolganlaw.com
Phone: 760-231-8716
2244 Faraday Ave., #149
Carlsbad, CA 92008