littlelawoffices.myestatemanager.com
Forms Library | My Estate Manager
http://littlelawoffices.myestatemanager.com/documents
Back to Little Law Office. This forms library provides tools to organize the affairs of an estate. Forms, documents, and checklists can be accessed in several ways:. Use the list below organized by drawer. Locate the form name. Click to open the form. Follow the instructions at the top of the form. Go to the step-by-step guide. Locate a topic in the list. Scroll through the topic to find related documents. Click on the document or form. Follow the instructions on the form. On Day of Funeral.
littlelawoffices.myestatemanager.com
Heir Preparation | My Estate Manager
http://littlelawoffices.myestatemanager.com/spn/heir_preparation
Back to Little Law Office. Heir Preparation Consultant is a generic term used to describe professional advisors who assist their clients to take personal inventories of their values, life lessons, unique abilities and knowledge, important beliefs, family traditions and vision, i.e. their intangible wealth — and use this information to prepare their heirs and successors for their inheritances so they won’t fight over them or use them in personally destructive ways. Featured advertisers and referrals.
littlelawoffices.myestatemanager.com
Guardian/Conservator | My Estate Manager
http://littlelawoffices.myestatemanager.com/spn/guardian_conservator
Back to Little Law Office. More information can be obtained from www.guardianship.org. Alternatives to Guardianship and/or Conservatorship. Affected rights of the individual. The legal process involved in establishing Guardianship and/or Conservatorship. The determination of a Guardian or Conservator’s scope (oversight of an estate vs. oversight of a person). Generally, a Guardian is a court appointed fiduciary who is responsible for ensuring that the personal. Affairs of a child or incapacitated adult.
littlelawoffices.myestatemanager.com
Florists | My Estate Manager
http://littlelawoffices.myestatemanager.com/spn/florists
Back to Little Law Office. Florists are used to order flowers for display at the funeral home, church, or site of a memorial service or funeral. Flowers may also be used to decorate a home or place where food is served after a funeral. Funeral flowers are often considered a visible representation of the love and respect mourners feel for the decedent. Choose a florist based on location, delivery and set up options, price, familiarity, and past experience. Featured advertisers and referrals.
littlelawoffices.myestatemanager.com
Attorneys | My Estate Manager
http://littlelawoffices.myestatemanager.com/spn/estate_attorneys
Back to Little Law Office. Complex or large estates, business partnerships of the deceased, complex trusts, or beneficiary problems may best be handled by an estate attorney. Their involvement in the estate administration process can be as in depth or minimal as desired or necessitated. Meet with several attorneys before making a selection. Consider their experience and communication skills as well as your feelings of confidence and trust in choosing them as the best attorney to represent the estate.
littlelawoffices.myestatemanager.com
step-by-step guide | My Estate Manager
http://littlelawoffices.myestatemanager.com/checklists
Back to Little Law Office. For printable copy of checklist. To track checklist items online. Click the steps below for "what to do and when". Life planning - legacy. Think about Your Legacy. Which Advisors Are Necessary . . . How to Organize Financial Information . . . What Everyone Should Know About Wills . . . Selecting an Executor or Personal Representative. Life planning - medical directives. Create a Medical Power of Attorney. Express Wishes for Life Support (i.e. Living Will). First days after death.
littlelawoffices.myestatemanager.com
Insurance Agents | My Estate Manager
http://littlelawoffices.myestatemanager.com/spn/insurance_agents
Back to Little Law Office. Insurance agents represent insurance companies to families, businesses, and individuals. Insurance agents may be employed with an independent agency, allowing customers to choose products from a number of different companies, or the agent may be a representative of one major company. They facilitate the selection and implementation of appropriate insurance policies for life, health, and property. General listings: names, addresses and phone numbers.
littlelawoffices.myestatemanager.com
Financial Advisors | My Estate Manager
http://littlelawoffices.myestatemanager.com/spn/financial_advisors
Back to Little Law Office. Financial planning before and after a death are equally as important. Before the death, a financial plan can become a blueprint to everything in the estate as well as the intentions of the estate plan. Financial plans involve five areas: tax planning, insurance planning, investment planning, retirement planning, and estate planning. A comprehensive financial plan brings peace of mind and confidence to the family. General listings: names, addresses and phone numbers.
littlelawoffices.myestatemanager.com
Accountants & CPAs | My Estate Manager
http://littlelawoffices.myestatemanager.com/spn/accountant_cpa
Back to Little Law Office. Sound financial planning and effective estate administration help preserve financial security. Certified Public Accountants (CPAs) develop and implement strategies to conserve, increase, and pass on your estate with maximum tax savings. They play an integral role in preserving the integrity and value of an estate. When selecting a CPA, ask about credentials and experience in estate planning and administration. Inquire about ongoing education. Fee structures will vary.
littlelawoffices.myestatemanager.com
My Personal Checklist | My Estate Manager
http://littlelawoffices.myestatemanager.com/mypersonalchecklist
Back to Little Law Office. Stores individualized checklists of steps completed during the estate planning, preparing, and managing process. You must register or login to use this feature.
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