There are many do-it-yourself documents and forms readily promoted on the internet for the wide variety of paperwork involved in Estate Planning. Depending on your needs and experience with these legal and financial services, a generic template of this nature may very well be all you need. We even recommend you visit Estate-Planning-Guide.com if you’d like a free guide to one of these services.
If you’d prefer to work with an experienced professional, or if you have special situations or requirements you wish to guarantee are properly addressed and covered, our network of Estate Planners are here to assist. Initial consultations are typically handled on the phone or via email. In most cases, we will connect you with someone local so you can visit in person should you choose to move forward with the creation of your Estate Plan.
Many people are aware they should have a Living Will, or Advance Care Directives, or a Last Will & Testament along with the necessary Powers of Attorney for Health Care or Assets to properly prepare and provide for their families, but do not know where to begin. In addition, most persons do not realize that a fully funded Dynamic Living Trust can cover all of this vital preparedness plus so much more. It is not about losing control or signing away your life. It is quite the opposite. A properly prepared Estate Plan, including a Dynamic Living Trust, not only ensures your choices and decisions are legally followed, but leaves you in control until the day you are no longer able. It is both that powerful and simple.
Don’t delay any longer. Start your planning today. Remember, as the saying goes, if you don’t make an Estate Plan, the government already has one for you.
Fill out the form today to begin your Estate Planning. There is no obligation, and there is no commitment necessary. You are only asking to find a qualified Estate Planner for a no cost consultation.
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By submitting this form you are asking to be contacted by a qualified Estate Planner to review your estate planning needs. There is no cost and no obligation for this initial consultation.