WHAT IS OFFERED IN ESTATE PLANNING, ADVANCE DIRECTIVES AND OTHER LEGAL ISSUES?
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
- Consumer may provide someone the authority to make decisions on one's behalf concerning one's finances, property, business, and tangible or financial benefits when one is incompetent or legally found to be unable to make those decisions
- Consumer may provide a person the authority to make medical treatment decisions in the event that one is unable to speak for oneself.
- Consumer may appoint an estate planner to assist in writing or changing the estate plan at the direction of the consumer pertaining to any estate plan, any existing legal document consumer directs, such as to a Last Will and Testament upon consumer direction to do so and upon review of the state requirements within the state of the residence in which the legal-document is developed
- Consumer may appoint a person or other representative or legal official to give money or property to a person or organization and legally sign the legal-document upon completion
- Consumer may assist the estate planner by recognizing throughout what identifies within written develop articles within the Outline of one's wishes for memorial services, and one's remains when a person pass away.
- Consumer may request a person to apply a Last Will and Testament of oneself or benefit over to a remaining spouse or partner listed in the Articles and Identification of such a person having authority to secure legal standing.
- Consumer may request a person applying this legal- document which includes how to handle payment of debts and expenses, if a conservator, or official legal entity, or to handle the disposition of property and settle or make arrangements to settle one's financials
- Consumers as couples or partners or during divorce settlement individual persons and pre-parental child care/custody planning may ask estate planner to develop forms whereby the persons may negotiate a pre-marital or other type agreement to a couple or pre-marital couple or partners a document to help with what prenuptials or child parenting plans are between persons who desire to have this prior to commitment to marriage or living together in a long-term commitment or as part of divorce planning.
- Estate planner offers transparency and gives unbiased support and assistance to any consumer rendering respect to a person In life change processes as one ages, or is in a health care environment, whereby, the Estate Planner may be requested to come there to write the legal documents, or do a zoom meeting with the medical team and the family, such as assistance with advance directives, or POA or change in status to render to the consumer one's last will and testaments if requested.
- Estate planning offers to a person importance to how the consumer selects to address one's entire life as a current, and future whole life process in order to maintain what is self-awareness between the consumer and the planner that upon a certain time frame the consumer wishes to place estate plan into effect
- Between consumer and estate planner there remains a balance between the planner and one ongoing while assisting the consumer, family, and, or health care entities should a consumer desire to finalize the legal document to be bequeathing goods and gifts or dividing tangible or other property assets in percentages designated to heirs, friends, existing family siblings, or to others such as step-children, grandchildren, or professional organizations while in preparing for in the event of an injury, death and illness, or an emergency situation such as a surgical issue upon chronic illness and death
- As a result, the media in secure access to all technology of Estate Planning is aimed at the consumer's present, current or future estate planning, the acquiring of added consumer property, management of a property, and, or sell of a property, whereby the consumer is the recipient of legal-documents upon the completion through the wire transmission of such legal-documents
- Estate planning between the planner and the estate consumer remains the purpose for how the planner identifies what subject area to legally apply the legal standards specific to one's state with consumer direction and ongoing communication. T
- Taking this journey alongside of the consumer demonstrates it is how we engage within communication and feedback, and may require rewrites and extra fees applied, if legal documents with revisions and changes are requested, as necessary should this be the case to reset the end date for completing the legal document as timely as possible within the margin of such errors
-
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 process
- As a form of active learning, the purpose of which is the transfer of knowledge, the development of certain skills and abilities;-the coach leads the client into change dynamics as consumers are able to see entire and separate actions for each step taken within the estate plan itself
- As a method of creating what conditions for the self-disclosure of participants and their independent search for ways to solve their own desires may need direction to how estate planning works for the good of the consumer
COPYRIGHT 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----
We do virtual consumer and estate planning by appointment 9:00 AM - 500 pm at Meetings on a secure virtual network on zoom
21trinitychurch@gmail.com
931-215-2182
