Estate Planning

Docubank

I cannot stress enough the importance of this aspect of planning. The Estate Plan is the most foundational component that everyone 18 years and older must have. The Estate Plan is your written set of legal instructions made while you are in control that directs what happens when you lose control – and that would be under 2 circumstances: you lack mental capacity or you’re dead, if I may be so blunt.

 

An estate plan has nothing to do with the size of your net worth. You don’t have to be “rich” to have one. The importance of an estate plan for everybody is this: to ensure your voice is heard when you are unable to speak for yourself. An estate plan consists of wills, a Health Care Power of Attorney, an Advanced Medical Directive, a Durable Power of Attorney, and sometimes incorporates trust planning, depending on your goals and preferences. We often utilize the benefits of Revocable Living Trusts to avoid probate and explicitly plan for disability.

A Practice With Purpose DocuBank Services

As I’m sure you can tell by now, we do more than just create documents and send you on your way.  We want to make sure the plan we put into place together works for you.   This is a service that makes sure you can access your documents when you need them.

 

We know you probably won’t want to carry your advanced directives around with you, but that means it could be a hassle for your family to track them down if there’s an emergency.  We want to be sure you’re prepared, so you’ll get an Emergency Card to carry in your wallet.  If you have to go to the hospital, you or your doctor can use the card 24 hours a day, 7 days a week, anywhere in the world to get a copy of your advanced directives.  This way you, and your loved ones, won’t have to worry about where your documents are.

 

Your DocuBank membership also includes cloud-based storage called SAFE, where you can store all of your estate planning documents and other important files.  Your SAFE will let you access your files from any computer or tablet and also share them with your loved ones.  So for example, you could create a SAFEShare account for your son/daughter and then share certain files with them.

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