Getting an estate plan is not the most difficult thing you will ever do. An experienced elder law attorney will do most of the work of making sure you have an estate plan that will be effective at fulfilling your wishes.
However, you still would have put a lot of time and thought into the process, so you can tell the attorney what your wishes are. This is true, even if your estate plan consists of nothing more than a simple will.
It would be a shame if it cannot be carried out after you pass away.
That happens more often than it should as the Wills, Trusts & Estates Prof Blogdiscussed in “The Biggest Estate-Plan Mistake: Losing It.”
While sometimes estate plans are not fulfilled for legal reasons, they often fail for a much more basic reason. No one knows where to find the estate plan documents and sometimes no one knows they even exist. Therefore, the instructions in them cannot be carried out.
It is not difficult to avoid having this problem.
You should always know where your will is located. You should also tell someone who is close to you where to find it. Someone who will know that you have passed away, needs to know where to look for your estate plan when the time comes.
If the original copy of your will is at your attorney’s office, make sure a close friend or family member knows that and knows the name of your attorney.
Reference: Wills, Trusts & Estates Prof Blog(Feb.12, 2018) “The Biggest Estate-Plan Mistake: Losing It.”
“On the threshold of retirement, we finally decided to quit thinking we could self-prepare the requisite documents. We had previously had only a very simple will. We needed the necessary legal (including updated will) & health care docs but didn’t want to deal with the time & complication of legalese. Cindy made the process relatively painless. She took the time to explain and answer questions without trying to upsell services. We were done in 2 meetings plus the reading of emailed drafts. In addition to preparing the documents, Nelson Eldercare will be there when our adult children need advice on executing the plans we’ve put in place.So glad it’s behind us and would recommend Cindy and her helpful staff.”
Cindy and her company treat their clients like family. Nelson’s offers clear, direct, and honest guidance in planning for your families security and future. No one wants to actively sit down and make these decisions, but Nelson’s makes this process seamless. I was so impressed with their willingness to answer all questions big or small. So glad I made the decision have them help my mom and dad and now me. You can’t go wrong with Nelson’s Elder Care Law.
The very best elder law attorney and staff anyone could ever ask for! I have referred a number of clients to Cindy and she never disappoints. She is kind, caring, and extremely thorough in making sure everything is completed as it should be. I highly recommend Cindy for anyone needing lawyer services; she truly goes above and beyond for every client she helps and has had a huge impact in so many peoples’ lives. Thank you, Cindy and staff, for everything that you do- I’m so glad to know you!
I heard Cindy’s presentation at a Senior Luncheon at my church, and was very impressed. She helped my daughter and me understand many aspects of elder law. Josh has also been very helpful in my planning to enter an independent living situation . I have told many friends about them.
Cindy and the Nelson Elder Care Law team are trustworthy and helpful. They are the experts in elder care law. At Leaf Cremation, we entrust our families to the care of the Nelson team when their services are needed.