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WHAT IT MEANS TO ASSIST CONSUMERS TO ESTATE PLANNING, ADVANCE DIRECTIVES, PRE-NUPUTIALS OR POWER OF ATTORNEY ASSISTANCE.
Disclaimer: We are not a legal attorney or legal professional expert and refer to other legal professionals working closely with memberships utilizing our Legal software framework for documents access.
STATE OF TENNESSEE NOTARY SERVICES ARE AVAILIABLE UPON REQUEST.
CONTACT THE ESTATE PLANNER
LINDA R SMITH IS A CERTIFIED COACH AND MASTER LEVEL TRAINED IN STRATEGIES FOR FAMILY AND CONSUMER KNOWLEDGE BASED ASSISTANCE THROUGH ESTATE AND WILLS DEVELOPMENT PLANNING
+1 (931) 215 2182 OR SEND A CONTACT AT THE CONTACT SECTION
legacyoflife16@yahoo.com
21trinitychurch@gmail.com
The consumer determines what is needed for specific estate issues
The consumer wants help with specific steps to implement what is the focus to guide any consumer through the process of meeting those estate needs ***
What data is gathered and what steps will be taken by the consumer and the planner during the first meeting on zoom.com (virtual sessions on 21trinitychurch@gmail.com), when the planner discusses estate planning identifiers for preparing specific documents?
The Beginning Steps
1. Estate planning includes intake processes and beginning steps to include various documents within the planning process, discussions including signed consents, costs to develop, and knowledge based feedback between consumer and estate planner
2. Setting up end dates for short term review to discuss or change particulars by request for estate identifiers and step by step processes for consumer and planner which initiates and sets up with the consumer a time and date to meet on zoom over a period of pre-determined sessions, or in person with consumer at the office location in order to be introduced and reviewing as consumer and planner goes over the particulars for accessing the data through a selection process ending with a term date for completion
3. At zoom meetings with the consumer the planner works with the consumer as both work together through the selection process to choose what type of estate plan is appropriate after final determination and selection is done whether Estate Will, Advance Directives, POA, DPOA, or other legal-document forms desired.
4. The planner obtains signatures and approvals in agreement to access forms necessary to complete the beginning stage of any change or direction consumer gives pertaining to the estate legal-development phase, including what is the legal standards for estate planning within the consumer specific residence and state
5. The consumer is able to understand in one's own language what is the disclaimer and consent form prior to signing consent forms in order prior to estate planning and processing.
The Disclaimer for Estate Needs to Consumers
Disclaimer for consumer estate needs for consumers entering the estate planning the fact that Estate planning is specific to templates established in step by step processes, collected data needs to be specific to each step throughout data entry, and depends on the consumer knowledge, and the planner will complete what is chosen as the consumer desires. Any incorrect data not clarified or approved together working with the consumer, is the responsibility of the consumer feedback, in order to be transparent with both being cognizant since this process is time consuming and requires feedback by both parties.
Further, If errors are made, or needs to be changed, applying the correct data is important and the planner depends on the consumer to guide in this data entry. The planner will discuss with the consumer the life long goal changes, should the consumer desire it, to address each family member or others whom a consumer may desire to carry out for the consumer as the last will and testament or estate finalization should a consumer become incompetent and unable to make those decisions for yourself.
Finally, the estate legal-documents development are only legal when notarized and witnessed as legally signed or by a legal attorney representing the needs for the consumer and in no way does the estate planner have the privileges beyond assisting the consumer with writing the estate plan and if requested help in referring to legal representation as requested.
Such legal-documents in estate formatting include for example what is listed by subject matter and what type documents are receiving assistance in these areas. Our Online Product is provided by membership with appropriate legal-documents Membership Access.
What is Avoided to Consumers by Signed Attainable Permissions and Disclosures
Lastly, Estate planning changes as consumer's needs change. The estate planner will weigh the needs and legal issues in planning services if the best option may be to send consumer out to legal professionals if the need arises for feedback and response.
Educating consumers and helping coach them through all processes can be viewed from the point of view of different paradigms as several examples may arise
-As consumers enter into dialog with the estate planner in which the necessary patterns of personal viewpoints or behaviors are formed, what will help with assisting them to understanding how the process works-at the front end, beginning the introductions with consumers it is the position of putting forth the first impression of positive reinforcement of what is doable and is helpful to assistance in this manner. How one enters a caring capable discussion remaining respectful and meaningful throughout the dialog-Ridding oneself of what holds the consumer back from taking a directive position and the planner interpreting what is knowledge based through how the consumer intends the estate planning. When and how the consumer can begin to see the dynamics to what estate planning intends still remains consistent yet can change direction with some counter-interference from outside the consumer range-again, all legal-documents are developed, formatted and written in estate planning and this process is a transformational change process throughout the consumer selection processCOPYRIGHT LAW PROHIBITS ANYONE FROM COPYING THIS RESEARCH OR IN ANY WAY DELIMITING OUR CORPORATION ANDTHE LEGACY LIFE CARE PROGRAMS INTENT TO MARKET AND PARTNER WITH PARTNERSHIPS WHO DESIRE TO BOARD OUR COACHING TEAM CONTACT LINDA SMITH CERTIFIED COACH AND ESTATE PLANNER FOR FOLLOWUP----
931-215-2182
Our location office at 1324 Trotwood Ave., Ste 11 is at the lower side level entrance where the rock terrace is situated at the main side entrance door-if you are scheduled for your appointment, please text at 931-215-2182 to confirm your appointment and we will greet you-Thanks!!
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