Article provided by: The Law Office of Jordan W. Jacob
Estate Planning Lawyer Wellington
Although the thought of planning for incapacity, disability and/or death can be uncomfortable and worrisome, it is a necessary procedure for yourself and your loved ones.
I am dedicated to working with my clients to design effective, innovative and customized estate plans that are unique to each Estate's needs and desired goals.
I educate and advise my clients who want to better understand how their material assets will be protected, managed, and transferred in the event of incapacity, disability, and/or death. Additionally, I specialize in designing detailed plans that provide asset protection, tax benefits, and custody safeguards for minor children -- both in the short- and long-term.
Unlike most estate planning attorneys, I provide an opportunity for my clients to pass on not only their “money and things” but also their intellectual, spiritual and human legacy – something I call your “Estate Wealth.” You and I accomplish this through audio and video legacy interviews recorded during different stages of your life. I also provide each of my estate planning clients with an 8gb flash drive that has enough storage space to upload a large number of photos, videos, songs, passages, and letters.
Because every person’s estate is unique - and each person’s goals and needs differ depending on the size of their estate, the size of their Estate, marital status, and the intended number of beneficiaries - more advanced estate planning may be required.
Check out the Estate Planning Toolbar to learn more about all of the basic and advanced estate planning tools that I offer.
Trust and Estate Administration Wellington
Along with proactive estate planning, I provide assistance to individuals who have been designated as a trustee or personal representative of another person’s estate. My services include a comprehensive review of the operative estate plan documents, review of trustee or personal representative obligations, asset inventory and accounting, assistance with escrow and distributions to beneficiaries, informal and formal probate proceedings (if applicable), and post-death administration of the decedent's trust (if applicable). Learn more about Trust and Estate Administration.
Utilizing effective estate planning tools can help avoid Wellington's stressful, costly, time-consuming and public probate process. However, depending on the nature and amount of the assets involved, some estates may be better suited to involve the use of probate. No matter the plan, I will guide you through this important process so that you and your Estate can rest easy now and in the future. Learn more about Probate.
Oftentimes, an Estate member or loved one who did not plan ahead may need assistance during their incapacity. Therefore, I also provide assistance to individuals seeking guardianship and/or conservatorship of a loved one who is unable to make their own decisions and did not execute a power of attorney, health care directives, or other estate planning documents prior to their incapacity or incompetence. These processes are required to go through the Wellington courts, and generally, require a lawyer’s assistance. Learn more about Guardianship.
What Makes My Estate Estate Planning Services Different?
Fixed Fees - You will never have to worry about unknown or unexplained charges or fees. At our initial meeting, you choose the level of planning and the fixed fee that best meets your needs and desired goals. There are no hourly charges and no surprises.
Understandable Terms- Each plan is designed with you and includes language you will understand. Yes, there is some "legalese" in every plan, but you will be educated about that language and leave with an understanding of its benefits. In addition, every successor trustee or agent named in your plan will be provided with detailed written instructions so they understand their duties if something should happen to you.
Plan Review - Because things in your life will change over time, we will review your plan together, at minimum, every three (3) years, to ensure that your assets are updated and your guardians, trustees and beneficiaries are who you want. If you join one of my membership programs, I will provide an annual review and other benefits. Want to know more about these membership programs? Ask here.
Availability- I am available to answer quick questions, or address any emergencies that may come up after your plan has been created. If you need more time, you can pre-schedule a phone call or in-person meeting to address your needs. And, you never need to worry about getting a bill for your phone call. Remember, fixed fees!
Trust Funding Toolkit - If you create one or more trust documents with me, and you want to fund the trusts yourself, you will be provided with a toolkit to help you along the way. If you have any questions after the initial toolkit setup meeting, just call or email.
Kids Protection Plan®- My estate planning tools do not provide for only asset protection. I also offer comprehensive safety and protection plans for minor children, which includes the naming of multiple short-and long-term guardians, confidential exclusion of guardian, written life-care instructions to each guardian, children's health-care instructions, medical power of attorney, identification cards that will be seen and used by first responders and healthcare personnel in the event you cannot communicate (our client favorite), and much more! Want to learn more about The Kids Protection Plan®, click here.
Legacy Planning - You have the ability to pass on to your loved ones more than just your "money and things." I help my clients’ design plans that also include Estate Wealth preservation, which means that you can pass on your human, intellectual and spiritual beliefs through handwritten notes, voice recordings, and/or videos. Your first legacy interview session is included with each plan and at no additional cost. If you join one of my membership programs, you will be able to schedule regular legacy preservation meetings so you can continue to provide your loved ones with insight into who you are and what is important to you long after you are gone.
Estate Planning Lawyer Wellington
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