Estate planning. It’s a task that often lingers on our to-do lists, pushed aside for “more urgent” matters. But the truth is, few things are more important than ensuring your loved ones are protected and your wishes are honored. At Surprenant & Beneski, P.C., we understand the hesitation, and we’re here to make the process as straightforward and beneficial as possible.
We offer a complimentary 90-minute consultation – a dedicated time for you to explore your options and gain clarity. To make the most of this valuable opportunity, we’ve created a comprehensive Consultation Preparation Worksheet.
Your Roadmap to a Productive Consultation
This worksheet isn’t just a formality; it’s a powerful tool designed to help you organize your thoughts and provide us with the essential information we need to serve you effectively. By completing and submitting it before your consultation, you’re investing in a more productive and insightful experience.
Why is the Worksheet So Important?
- Organization and Clarity: It helps you gather and organize your financial details, family information, and personal goals.
- Attorney Preparation: It allows our attorneys to review your situation beforehand, ensuring they understand your unique needs.
- Maximized Consultation Time: It frees up the 90 minutes to focus on your specific concerns, questions, and personalized recommendations.
- Informed Decision-Making: It empowers you to make informed decisions about your estate planning needs.
Your 90-Minute Investment in Peace of Mind
We’ve allocated 90 minutes because we believe it’s the time needed to truly understand your situation and address your concerns. We understand that estate planning can feel overwhelming, and we want to allow ample time to accomplish what is often a procrastinated task.
During your consultation, we’ll:
- Discuss your goals and concerns.
- Explain your estate planning options and the related legal implications.
- Provide personalized recommendations.
- Outline associated pricing.
You’ll have the opportunity to ask questions and determine the best course of action for your unique circumstances. For most people, the only other time commitment will be a signing meeting. For those that choose to implement a trust, we can also discuss trust funding, and offer this service for an additional fee if you prefer that managed for you.
Estate Planning: More Than Just “Death Planning”
It’s crucial to remember that estate planning isn’t solely about what happens after you’re gone. It’s also about protecting your well-being during your lifetime. Our consultations address essential documents that empower you and your loved ones in the event of incapacity.
These documents include:
- Healthcare Power of Attorney: Appointing someone to make medical decisions on your behalf if you’re unable to.
- Financial Power of Attorney: Designating someone to manage your finances if you become incapacitated.
Estate Planning: For Everyone 18+
Estate planning isn’t just for the wealthy or elderly. Anyone over the age of 18 should have basic estate planning documents. Once someone turns 18, they are legally an adult. Parents no longer have the legal right to make healthcare and financial decisions for their adult children. These documents are vital for protecting your loved ones and ensuring your wishes are respected, regardless of your age or financial status.
Take the First Step Today
Don’t let procrastination prevent you from securing your future and protecting your loved ones. Complete our Consultation Preparation Worksheet and schedule your complimentary 90-minute consultation today. Let Surprenant & Beneski, P.C. guide you through the process and help you get this important task off you to-do list!
