Our EstatePlanner Documents Organizer

Our EstatePlanner Documents Organizer
The EstatePlanner is a comprehensive estate planning and documents organizer system.This useful financial tool is the easy and efficient solution to enable your heirs to quickly locate all your important legal documents and information, and to settle your estate quickly and inexpensively. It consists of 150 pages of tabbed forms, planning checklists, and estate planning information, all housed in a deluxe 3-ring binder. It comes with an instructional CD recorded by Mr. Loveridge to help you use it effectively. $79.95 + s/h. For more information, see our posting for November 28, 2008, below. To order, call us at (801) 262-8889, or email us at emarel@comcast.net. Free Bonus when you order The EstatePlanner: Mr. Loveridge's 172-page estate planning course, "How To Avoid Probate, Death Taxes, and Family Civil War!"

Monday, March 26, 2012

One-stop Estate Planning. If you know someone who has an uncomplicated estate and basic planning objectives, call us to discuss "One-stop Estate Planning." Unlike most law firms which require several visits to complete planning, our office can discuss, plan and execute MOST plans at the first visit---all for a cost of one-third the fees charged by other firms. This program is particularly beneficial for young marrieds who can't afford "large firm fees," as well as for anyone desiring comprehensive, efficient and reasonably-priced protection. This is no "bare-bones" plan: All plans include a living trust, pour-over will, financial and medical powers of attorney, complete retitling of assets, our deluxe EstatePlanner Documents Organizer, and complimentary document revisions for one year.

Compare Funeral Costs. Want to compare funeral costs in your area? Go to eFuneral.com for a list of funeral providers near you and a free comparison of their charges. Again, no charge for this service, and your information is kept confidential.

Living Trusts Afford Privacy -- Wills Don't! To be effective, a will must be probated after your death. Because a filed probate is "public record," anyone can obtain a copy of your will and learn how and to whom your estate was distributed. A living trust, however, does not require probate, and thus the details of your estate distribution remain private. Only the trust's beneficiaries are privy to the extent of your assets and who receives them. Whitney Houston, the singer, opted to use a will instead of a living trust; her will, including those who have inherited from her, are now "public record," and available on the Internet. One caveat: For maximum privacy, remember that only those assets titled in the name of the trust are private and subject to its terms.