Estate Planning Services
Estate planning is the process in which the clients and the attorneys work together to discover the particular needs and goals that the clients have with respect to the lifetime management of their assets and the distribution of their estates to their family and loved ones after their deaths, and then create a customized plan that is designed to meet those needs and goals
Throughout the process, you teach us about yourselves and your loved ones, we teach you about the laws that will have an impact on your planning goals, and together we design a plan that will work for you.
- Preserve Your Wealth:
Minimize taxes, court costs and legal expenses that can go along with transferring assets to your loved ones.
- Protect Loved Ones:
Plan around those might be irresponsible with money or who may need future protection from creditors or divorce, and ensure they and their assets are protected.
- Protect Your Family's Privacy:
Anyone can access information from the probate court (relatives, ex-spouses and creditors could get your probate records to challenge your will).
- Plan Your End of Life Care:
Your plan will include instructions for your care if you become disabled before you die.
- Clearly Distribute Assets:
Get assets to your beneficiaries in a timely fashion, with the minimum legal hassle or delays for your family.
Planning on Purpose
Chamberlain Law Group’s philosophy has become one of "Planning on Purpose." This philosophy embodies our belief that the planning we do with our clients must be "on Purpose." By that we actually mean it should accomplish two things:
Your estate plan should be done "on purpose", something that is intended, and not arbitrary. Your plan should be done for a specific reason, not accidentally.
At this level, we help you discover your specific estate planning needs and goals, and then help you design your estate plan to meet those needs and goals. We help you understand your options and opportunities, and guide you through the process of creating a customized plan that fits what you need and want. With this level of planning, we help you "Protect Those You Love and Preserve What You Have."
A Good Estate Plan Should Include:
- A comprehensive Will or Trust
- A written agreement concerning the status of your assets
- A directive to your physician or a Durable Power of Attorney
- Final instructions of your preference
Your estate plan should be "on purpose" - consistent with your values and beliefs, with your Purpose for yourself and your loved ones
At this level, we help you identify what your values and priorities are, and we help you pass these on to your family and loved ones through your planning. This level of planning can be a satisfying and eye-opening journey of self-discovery and purposeful passing of important values and beliefs.
Some people mistakenly believe that estate planning is only for wealthy or older individuals near retirement. The truth is that estate planning is important for every adult, no matter their age, income level or marriage status. We’ve provided several links to estate planning guide and frequently asked questions, to help make it clear why everyone should have an estate plan in place, including you.