Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Is Social Security Going To Run Out In Your Lifetime?

We get regular updates on the Social Security trust fund. In early May, the Social ...

The post Is Social Security Going To Run Out In Your Lifetime? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Thriving on the Uncertainties In Investments

We all like surprises, right? Well not exactly. We like the surprises that we want. ...

The post Thriving on the Uncertainties In Investments first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and ...

The post 9 Facts About Retirement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more

How to Get Your Will Done Quickly

September 2, 2020

The pandemic has opened many people’s eyes to how unexpected health circumstances can change the scope of the foreseeable future for you and your family members. If you’ve been putting off creating a will, here are a couple of tips to finally get that important document done. First of all, think about who you are doing it for.

Yes, your will is your document determining you will pass on assets but it’s really your beneficiaries or your heirs who will ultimately benefit from the work you do in creating it. You are potentially saving your beneficiaries from expensive costs and delays of hiring a lawyer after the fact to try to sort out your estate. Even many people who have procrastinated on their estate planning can see the positive benefits of thinking about how it could serve your loved ones better in the future. If you’re finding yourself demotivated to approach it on your own, think about helping your family. Another way to jump into the act of creating your will is to visualize what might happen without it.

Thinking about worst-case scenarios can spur some people into action. Without an estate plan your family could wind up in court determining who takes care of your minor children. Furthermore, state law will determine who inherits your belongings and the distribution might not be the way that you intended for it to look. Avoiding these common challenges are big reasons why it is beneficial to schedule a consultation with an estate planning attorney.

Creating a will doesn’t have to be difficult or take a long time. Make sure that you have a list of all of your assets to the best of your knowledge before sitting down with your estate planning lawyer to talk through some of the aspects of creating your will.

An easy way to hold yourself accountable is to just set up a meeting with a lawyer. This step alone gives you a chance to get it on your calendar and off of a revolving to do list.


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Is Social Security Going To Run Out In Your Lifetime?

We get regular updates on the Social Security trust fund. In early May, the Social ...

The post Is Social Security Going To Run Out In Your Lifetime? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Thriving on the Uncertainties In Investments

We all like surprises, right? Well not exactly. We like the surprises that we want. ...

The post Thriving on the Uncertainties In Investments first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and ...

The post 9 Facts About Retirement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more