According to a recent article from Fidelity, roughly half of Americans don’t have a will, and even fewer have an estate plan. As estate planning attorneys know, proper estate planning can minimize or eliminate the probate process, which helps the client avoid unnecessary expenses, delays, and even a loss of privacy.
Not everyone needs an estate plan, but everyone does need a Will. Therefore, each and every one of your clients should be consulting with you to determine what documents they need. Even if they only need a Will, it is better that they have you, their attorney, draft it rather than grabbing a random form offline.
Trusts and other documents may be also necessary in order to accomplish your clients’ goals and needs. As estate planning attorneys know, there are several factors that can determine what estate planning documents an individual or family need. These factors include:
- Children
- Second marriages and blended families
- Size of the Estate
- Privacy Concerns
- Incapacity
- Philanthropic Goals
- Business Succession
- Stage in Life
- Special Circumstances (such as a loved one with special needs)
If the past few years have taught us anything, it is that bad things can happen, and it is important to be prepared. Reach out to your clients today and ask them about the state of their estate planning – you may be surprised!
Attorney Services’ experienced estate planning paralegals have assisted attorneys in preparing countless estate plans from simple wills to complex succession planning. We understand that each client has unique wants and needs, and we are experienced in working under the supervision of attorneys to customize comprehensive plans that meet and exceed the client’s goals and objectives.
Contact Attorney Services today online or by email to learn more about how we can help!
