Estate Planning Services
Estate Planning Notary Services
Over the years, I have heard several misconceptions about the Estate Planning process and the benefits provided.
One of the most popular misunderstandings is that Estate Planning is only necessary for the wealthy to transfer assets at death. For the rest of us, a simple will is all that is necessary.
In reality, handling assets at death is only one phase of Estate Planning and planning is extremely important in making some important decisions while you are alive, such as who will provide care for your children if you cannot, and who will make important medical and financial decisions for you in the event you become sick or are in an accident and become INCAPACITATED.
Today we all have an increasing chance of becoming incapacitated before we die, due to today's wonderful medical advancements.
Very simply, if the necessary estate documents are not in place before a situation arises, someone will have to assume the responsibilities, along with an Attorney, to get these important documents in place. While in the past Estate Planning evoked images of affluence, today Estate Planning is for everyone of all ages... It's about having control of your affairs under all circumstances, not just passing assets at death.
My unique 30 year background as both a Chartered Financial Consultant and Chartered Advisor for Senior Living has prepared me to offer this important service with confidence, knowledge, and experience. I understand that decisions about Estate Planning are often made without the proper knowledge of the process and what it provides.
No Obligation On Line Estate Planning Education
Are you willing to take an hour of your time to learn what Estate Planning means for most of us, with a Complimentary Education Session? Each family is unique, so don’t rely on what your friends & family say...make sure your plan is right for you and your family. To provide the necessary information to make informed decisions, I have arranged for live one-hour Education Sessions, each Wednesday evening, which provide genuine answers to Estate Planning questions. Space is limited at each of these sessions and reservations are required. To reserve your space or for more information simply contact me today.
While Certification isn't required to notarize Estate Planning documents, a Certified Notary Trust Delivery Agent has undergone the additional training to become familiar with and specializes in the notarization and protection of estate planning documents. They also provide clients with the resources of a nationwide network of estate planning professionals that adds an additional dimension to the Estate Planning process.
Further, the training received to become a Certified Notary Trust Delivery Agent has enhanced my ability to service my clients to ensure that each document is correctly completed, to stand the test of time, when they are needed the most.
PROFESSIONAL ESTATE PLANNING PARTNERS
Estate Documents Done Correctly the First Time
Our PROFESSIONAL ESTATE PLANNING PARTNERS can help put Your Estate Affairs in order today at a reasonable cost.
Each affiliated Partner is experienced in their field and has demonstrated that they always act in the client’s best interests with competence, honesty, integrity, and fairness; in others words, the way any one of us would expect to be treated by a professional provider regardless of our service request.
For those concerned about putting their Estate Affairs in order but don’t know where to start or what is involved, we are here to help. Our team of trusted Professionals Partners can provide you with the no-obligation education and information service you need to feel comfortable with the Estate Planning process and help to easily guide you through the complete process. From simple to complex documents, I can help you find the right professional for your needs.
As more consumers turn to on-line services and document providers, the need for trained and experienced notary professionals has become increasingly important in notarizing estate documents to ensure they are legally binding and valid. This service can be particularly beneficial for individuals with complex estates, business owners, and individuals with significant assets that need to be protected.
My services go beyond just notarizing documents. By collaborating with other Advisors, my services can help put estate affairs in order with the minimum of trauma and anxiety. This includes the "The Legacy Vault" provided by My Life&Wishes.
An example of the additional services offered by a Partner is The Legacy Vault, by My Life & Wishes. This is an online service that allows clients to store a digital record of important documents, passwords, and end-of-life plans. Accessible 24/7 in the event of any emergency. Estate Planning Attorneys across the country use this to protect their clients. By using this service, information can be shared securely and easily about finances, insurance, wills and funeral wishes with family and loved ones.