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Will-based planning

 

Manage your assets and take control of your healthcare

 

What is will-based planning?

                                                              

A will-based estate plan is a basic plan where probate avoidance is not desired.
 
The plan sets out your final wishes for where you want your property to go, and plans for the payment of taxes and expenses after you pass away. 
 
All will-based estate plans include personalized documents to specific your healthcare wishes, appoint trusted loved ones to manage your personal and financial responsibilities if you are unable to, and select guardians for minor children. All so you can rest easy with the assurance that your affairs are in order. 

 

Benefits of will-based planning

                                                        

✔️  You avoid the government's default estate plan

✔️  Cheaper than a trust

✔️  You decide who will be responsible for carrying out your wishes

✔️  Specify your final arrangements

✔️  Leave specific gifts

✔️  Decide who your assets will go to

✔️  Exclude anyone you want from receiving anything

✔️  Decide who will take care of your finances if you can't

✔️  Decide who will make your medical decisions if you can't

✔️  Decide what will happen in a medical emergency

Who should consider will-based planning?

You may want to consider a will-based plan if:

  • You don't mind if your estate passes through probate

  • You are comfortable with your assets passing directly to your heirs after your death without conditions

  • Your estate is comprised of only one single family home, bank accounts, and retirement accounts

  • Your total estate value is under $4M

  • You are not attempting to qualify for Medicaid or provide financially for a disabled person

How it works

A simple, understandable process to give you confidence in your plan.

1. Schedule and attend your planning session

 

An opportunity to get to know each other where you can ask general questions about estate planning.

2. Attend the Design Meeting

 

Together, we will design your unique estate plan to meet your specific needs and goals.

 

3. Sign the documents and get peace of mind

 

You sign your estate planning documents with our help, so nothing is missed or left behind.

 

Schedule your Planning Session

 

During our session, you can expect:

 

1.  We will answer your questions and listen as you share your goals, concerns, and objectives

 

2.  We'll map out your options including a Will versus a Trust, so you can make educated, informed decisions about what is best for your family

 

3.  We'll thoroughly review our process and unique flat fee pricing so you know exactly how much your investment will be and how long it will take

 

4.  If we are a good fit to work together, we'll discuss next steps

 

5.  You will leave our session with a clear picture about what you really need (and don't need) to protect your family and assets

Refreshingly uncomplicated

 

Getting started is all handled online via e-sign and online payment. We personally guide you through information gathering. No lengthy intake forms.

 

Your estate documents contain an easy to read summary and personalized explanation. 

 

Final documents are signed and notarized at a location of your choosing. 

Meet Jordan

 

Jordan is dedicated to helping families find peace of mind.

 

Jordan's estate planning practice focuses on helping families make important and responsible decisions today to avoid unnecessary pain and conflict tomorrow. He understands how complicated estate planning can be, and guides his clients to ensure that their loved ones are taken care of, and their final wishes are carried out. 

 

 

 

 

Frequently asked questions

How can I learn more about Attorney Jordan Emmert?

What is our general process?

What can I expect from my Planning Session?

What are the initial steps to get started?

What kind of information do you need from me?

What happens if I don't have a will or trust?

How much does estate planning cost?

How long does the process take?

What kind of clients do you accept?

What is probate?

Isn't estate planning just for the wealthy?

What is a power of attorney?

How can I make sure my kids don't get a big check on their 18th birthday?

Can't I just do my will on Legal Zoom?

Disclaimer: The information contained in this article has been prepared by Small Business Legal Solutions LLC for general informational purposes only. Nothing in this article is intended to constitute legal advice on any subject matter. The materials in this article are not intended to and do not create an attorney-client relationship. Do not act or refrain to act based on any information contained in this article without first personally consulting with an attorney. Every circumstance is different and must be judged on its own merits.