You keep your affairs private, you have complete control, you cover all scenarios (even the ones you forgot to think about), and you are being a good steward of your legacy.
1. You Can Keep Everything Private
A little-known fact about probate court – which is where you end up if you do not plan in advance or if you have a poorly drafted plan from the internet – is that it is all public. Your affairs, no matter how private you were during your lifetime, are made public for any and all to see. Don’t believe it? Do a Google search for “probate court live YouTube” and see what you find. Instead of finding yourself at the center of a YouTube hearing, plan in advance to keep your legal, financial, and family information private.
2. You Have Complete Control
Without an estate plan, you are leaving all your most important decisions – legal, financial, and medical – up to a judge to make for you. Judges are extremely busy, they have never met you, and they do not know your values, your family, your needs, your desires, or your goals. Instead of relying on someone you have never met to carry out your wishes, take control over your affairs and document in advance who will make decisions for you.
3. You Cover All Scenarios
Despite the popularity of internet-drafted wills and trusts, a huge drawback of cookie-cutter documents is they do not cover all contingencies your loved ones may face, specific to your family dynamics and assets. How could they? As with all things, you get what you pay for. Our Life & Legacy Planning® process educates you on how we protect everyone and everything you love so together we can ensure your estate plan comprehensively covers your unique situation.
4. You Are Being A Good Steward
Life and Legacy Planning is not only about incapacity and death – it is equally about intentionally planning for your life. Our clients consistently tell us that our unique life and legacy planning process results in their becoming better parents, stronger business owners, and wiser citizens of the community simply because of how we help them look at everything they have and everyone they love to design their personalized estate plan.