We all have a legal-life that will cost us if we are caught unprepared. Our legal system was designed to react to a legal crisis. Lawyers charge a high fee to clean up the legal-life mess. This is an expensive and stressful way of managing your legal- life. Our proactive holistic approach is a lot cheaper.
In order to proactively prepare to legally protect loved ones or yourself, it is crucial to understand your legal-life. Answer the following five questions to see how prepared you currently are to face future legal-life challenges:
If I become legally incapacitated. I have formally nominated an Agent to manage my financial affairs. This document has been updated in the last three years or I have annually signed a reaffirmation form.
If I become legally incapacitated, I have formally nominated a Patient Advocate to manage my health care and/or end of life decision-making. This document has been updated in the last three years or I have annually signed a reaffirmation form.
If I become incapacitated or should die, I have signed a written nomination of guardian and conservator to protect my minor children. The nomination includes a care instruction love letter.
I have written verifications of my intended beneficiaries.
If I should perish, I have organized my assets and created a clear plan of distribution for my Agent to follow.
A no answer to any of the above questions could result in an expensive legal mess for others to clean up.
Remember there are two things in life you never want to scrimp on, your parachute and your legal-life care plan. You will probably only use each once and you want to be darn sure they work when you need them .
Finally, an estate-plan system for everyone. Legal-life care planning is the next evolution in estate planning. I have created a proactive holistic system to help clients get organized and prepared, while avoiding high legal fees, probate and reducing stress.
We help singles, couples and families prepare for a legal-life crisis in the following areas:
Probate avoidance
Organize assets
A real estate protection plan
Financial incapacity plan
Wealth transfer plan
Trust Administration
Child Care / Special needs plan
A beneficiary plan
A digital estate plan
Health care incapacity plan
Post death plan
All Probate Matters
Our law firm will handle estate planning and probate matters from the routine to the complex. For 30 years we have helped clients get organized and proactively prepared. We can help you! All you need to do is contact us to schedule a consultation. Our system will help you create a legal-life care plan to meet your life objectives. Do your loved ones a favor contact us to get started today.