3 Reasons to Complete a Free Estate Planning Consultation

By Lane V. Erickson, Attorney

Estate planning is as unique as the individuals who seek to have it completed. What I mean by this statement is that there is no single estate plan that will work for every individual. Rather, and estate plan should be as unique as the individual for whom it is created. This allows that individual to take into consideration their own personal circumstances, the circumstances of their loved ones, and the changes that may occur in the future that could impact their lives. For this reason, completing a consultation for your estate planning could be vital. Here are the 3 main reasons to complete a free estate planning consultation.

1. ITS FREE

The first and perhaps most important reason that you should complete a free estate planning consultation is that it is free! Everyone likes things that are free. If you have an opportunity to get a professional consultation for free about your estate planning, or the estate planning that you should complete, you should jump on the opportunity. Our firm offers a free 30-minute consultation to discuss estate planning with potential clients, and/or to review a current estate plan to make sure that it meets your goals. During this consultation we answer any of your questions concerning estate planning in an effort to make sure that you have an estate plan that is customized for your needs.

2. IT GETS YOU STARTED

In addition to being free, and estate planning consultation gives you an opportunity to simply get started. No one can be an expert about everything. There is no reason that an individual should feel like they should be an expert about their own estate planning. By meeting with a professional, and having an opportunity to ask questions and have a discussion about estate planning, you are moving forward on the right path in completing your customized estate plan.

3. IT PROVIDES YOU WITH OPTIONS

Perhaps the most important part of receiving a consultation about estate planning is that it provides you with options. During our free 30 minute consultation we try to assess the needs of each individual client. At the end of the consultation we talk about what that individual may need in their estate plan to protect them, provide for a plan of distribution of their property and care for themselves during the remainder of their life. We also provide a flat fee schedule concerning the costs associated with each estate planning option available to our clients. Our clients then have the ability to decide whether they want to get an estate plan done, and if so what types of estate planning they want to accomplish. Once again this allows our clients to get a customized estate plan that will meet their individual needs at a flat fee price that they know up front and can afford.

There really is no downside to completing a free estate planning consultation. If you have questions about your own personal estate plan, or if you would like to receive a free 30-minute consultation, we can help. Call us toll free at 877-232-6101 or 208-232-6101 for a consultation with Lane Erickson and the Racine Olson team of Estate Planning attorneys in Idaho. You can also email Lane Erickson directly at lve@racinelaw.net. We will answer your Idaho Estate Planning questions and will help you solve your Idaho Estate Planning problems.

This website includes general information about legal issues and developments in the law. Such materials are for informational purposes only and may not reflect the most current legal developments. These informational materials are not intended, and must not be taken, as legal advice on any particular set of facts or circumstances. You need to contact a lawyer for advice on specific legal issues.

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