For BNI members
Who to introduce to Ruby Kuklov
Capital Legacy Counseling is an estate planning and business law firm. This page shows the kind of introduction that helps a family most, and a 31 second film you can share.
You do not need to know any answers. A warm introduction is enough. Ruby and her team take it from there, starting with a free 30 minute meeting.
Clara AI guide
Capital Legacy Counseling's AI guide. General information, never legal advice.
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The 31 second cut
Do you know a family with small children?
Do you know a family with small children, who have not named a guardian yet?
Without a clear legal plan, a court may one day make that choice for them.
Capital Legacy Counseling helps parents put their wishes in writing, in four clear steps, starting with a free thirty minute meeting.
If someone comes to mind, introduce them to Ruby Kuklov, at Capital Legacy Counseling.
Made to play in a weekly spot or at the start of a feature presentation. Captions are in the picture.
The film could not load here. Please try again later.What a good referral looks like
People to think of this week
Each of these is a group the firm serves or a service it lists. The 31 second cut starts with the first one: parents of small children.
- 1
Parents of small children who have not named a guardian yet.
Young Families: choosing who raises your children, guardians and wills.
How the firm helps - 2
A family facing a hard diagnosis asking who can speak with the doctors and who can pay the bills.
Powers of attorney, health care directives and long term care planning.
How the firm helps - 3
A business owner with no written plan for who takes over.
Business succession planning, entity structuring and operating agreements.
How the firm helps - 4
Someone named to settle an estate after a parent or relative has died.
Trust and estate administration, including probate.
How the firm helps - 5
A family caring for a loved one with special needs who worry about benefits and care later on.
Special needs trusts and government benefit planning.
How the firm helps - 6
Empty nesters and people near retirement whose wills were signed years ago, or never.
Updating estate documents, retirement accounts and beneficiaries.
How the firm helps - 7
Financial advisors, accountants and attorneys with clients who need estate or succession planning.
The firm works with professionals on shared clients.
Listen for
What people say before they call
A sentence like one of these, from a client, a neighbour or a friend, is a good moment to mention Ruby.
- “We just had a baby.”
- “We keep meaning to do our wills.”
- “My mom's health is changing.”
- “I was named executor and I don't know where to start.”
- “We're thinking about selling the business, or stepping back.”
- “We moved here from another state.”
- “Our son turns 18 next year, and he has special needs.”
Making the introduction
Three small steps
- Ask first.Check that they would welcome an introduction to an estate planning attorney.
- Connect them.Send one short email to them and to Ruby at ruby@capitallegacycounseling.com, or give them the firm's number, 301-298-2536.
- Point to the free meeting.The first meeting is free and takes 30 minutes, online or by appointment in Rockville. They can book it on the firm's site.
Please do not pass on a family's private details beyond what they agree to share. Questions about their own situation go to Ruby.
Start here
A free 30 minute meeting
Every plan starts with a conversation about your family, what you own, and what matters to you. The first meeting is free and takes 30 minutes, online, by phone, or by appointment at the Rockville office. Nothing is signed at that meeting.
What the booking form asks
- Have you created a will or trust before?Yes, but it needs to be updated. Or no, I haven't started yet.
- What prompted your interest?Protecting my children or family, avoiding probate, reducing taxes, managing real estate or business assets, or something else.
- When are you hoping to have your plan completed?Within 30 days, within 3 months, or just exploring for now.
Plus a date, a time, your time zone and how you prefer to be contacted.