1) What should I expect during a consultation?
During your consultation, you will be meeting directly with Bryan Wymbs. You will discuss general questions and your specific situation. We highly encourage you to take notes and ask any pressing questions.
2) What should I bring to my first consultation?
First, make sure you have filled out the Estate Planning Questionnaire (click here). Second, we recommend that you bring any important documents related to your meeting. Documents may include existing wills, deeds, financials, etc.
3) How much is the consultation?
We offer every client a free 45 minute consultation.
4) What is Estate Planning? What is Estate Administration?
The term “Estate Planning” conjures up thoughts wealthy aristocrats who have a large, well-appointed house probably on a farm with horses and a butler thinking about what will happen when the patriarch and matriarch die. Although this may be what some did generations ago in regards to estate planning, today, for most families, it entails something very different. Estate planning today typically begins by having an important conversation wrapped around some of these questions:
– What do I want for my children (and grandchildren) when I pass whether that occurs 6 months from now or in the distant future.
– Whom do I want to look after them?
– Where will money come from to pay for their needs?
– Do I wish to have extraordinary healthcare measures taken should I become incapacitated?
– Do I wish to name a trusted loved one to make healthcare decisions should I be unable to do so?
– Do I wish to name a trusted loved one to make financial decisions should I be unable to do so?
– How do I want my remains to be disposed?
– Are there charities I wish to leave assets to upon my passing?
After you have thought through some of these questions an attorney can begin to draft the documents necessary to carry out your wishes. Typically, there are 3 documents that everyone needs:
2. Healthcare Power of Attorney with Advance Directives
3. General Durable Power of Attorney
Often times, families choose to draft a Trust to help manage assets and dispose of assets in a strategic and judicious manner.
When a loved one passes there is tremendous emotional turmoil. Unfortunately, after the funeral is planned, carried out, and family has come and gone, there is often times, much legal work to be done as well. Estate Administration is the process of carrying out the provisions of one’s will or disposing a deceased assets via Intestate Succession laws. This process can be complex and intimidating and often involves many trips to the courthouse. Fortunately, we are here to help. If you are the Executor, named in a will, or a beneficiary of someone who has passed without a will, we can help you through the process, should you feel you need assistance.