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Offered by Dolan & Associates, P.C.

You may not know this, but someone is going to have to do something after your death to deal with your affairs. If you are like most people, you have chosen a family member to deal with things after your death, as opposed to a bank or a trust company. The key to whether or not your estate plan will be effective turns on what they hear when they call the attorney’s office for assistance.

Will they hear, “Dig around the house and see if you can find any estate planning documents and the person’s financial information, bring it in, and we will try to help you figure it out.”
Or, will they hear, “We show that everything is in good order, lets meet to discuss the next step in this organized process.”

Knowing that people will have to deal with things after a disability or death is hard to face. We wish it could all just magically happen and that the tragedy of our disability or death is not compounded by there being a big mess to deal with as a result.

The key to having the process go smoothly for your family is preparation and organization. We know we are going to die, why not prepare our family members to know what to expect, know what to do, and have some education on the types of decisions they will face when the time comes. We should also arrange our estate assets in a manner that they are most easily and effectively dealt with after our disability or death.

There is a better process available for those who take the time to seek it out. If you would like to learn more about an alternative estate planning process that is producing great results for families, please visit us on-line at: www.EstatePlansThatWork.com to sign up for a complementary educational workshop.

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Dolan & Associates | Estate Plans