By Lane V. Erickson, Idaho Estate Planning Attorney
Having assisted numerous clients with their Idaho estate planning needs, I’ve come to learn that not every individual needs exactly the same thing. Everyone is unique. The relationships, the property, the money, the assets, and the motives and goals of each person are based upon their personalities, needs, and desires. Because of this each person should have an estate plan that is as unique as they are. In other words, using cookie cutter estate planning forms, or giving each client the exact same estate plan will likely not meet their needs. It’s for this reason that we encourage each client to work with us to create their own individualized estate plan.
I’ve learned that the biggest problem in getting estate planning done for most people is that they simply do not know where to start. We certainly don’t expect our clients to understand estate planning the same way we do. It’s for this reason, that we provide our clients with our Estate Planning Questionnaire to help them get started.