An estate planning attorney does more than creating a will. As a lawyer helping others with estate goals and issues, my job is more human planning.
Human planning means advising my Clients on issues about:
- Wealth Transfers,
- Insurance Alignments,
- Health Challenges,
- Religious Considerations,
- Financial Decisions,
- Longevity Planning,
- Emergency and Disability Planning,
- Charitable Giving,
- Peace of Mind,
- And much more.
For some, these types of decisions are easy to make, while others find it burdensome or uncomfortable. The goal for this law office is to advise, simplify, draft, and advocate.
Because I want your next step to be easy, consider the following.
Estate Planning Steps
When I meet with veterans, families and single persons, I start with asking questions. What are your concerns, what do you want to have happen, and who do you trust? Sometimes, this discussion can take Clients minutes or weeks to think through. Believe me, this is normal.
As a source of truth, I like the idea of reviewing what Minnesota’s attorney general says about estate planning. Upon hearing your goals and priorities, issue spotting becomes much easier.
While we are alive, an estate planning attorney can draft and assist with:
- Accessing estate planning documents in a panic,
- Using a health care directive,
- Implementing a power of attorney,
- Drafting or funding a revocable trust,
- Granting rights to a new Trustee,
- Addressing the family cabin,
- Nursing home matters,
- Funeral planning,
- Beneficiary forms,
- Transfer on death deeds, and
- Numerous other estate planning needs.
Estate Planning: After Life Transitions
When we move onto the next level, a lawyer helping or advising an estate takes on different roles. Generally, the process transitions into advising a personal representative (“PR”), trustee or beneficiary.
Post-death planning issues include:
- Guardianship and Children issues,
- What to do when a spouse dies,
- Enforcing a Will,
- Formal probate claims,
- Informal probate matters, and
- Related post-death matters.
Estate Lawyer and Services
Seeking help from an Estate Lawyer means different things to every person and family. Here are a few examples:
- One-on-one Consultations,
- Drafting documents and memorandums,
- Document review,
- Representation during the probate process, and
- On-going advocacy at your discretion.
Again, because every person and every family dynamic is different, every plan should be different too.
Meeting an Estate Planning Attorney
No attorney-client relationship is formed by contacting this law office. If you contact IAJ Law, LLC by phone, text, social media, e-mail or through any other means, you may not necessarily receive a response.