In today’s world, everything is about customization you can subscribe to. There has been an upward trend in brands offering customized subscription services to improve your life. From skincare offerings like Curology, customized hair care from Function of Beauty, clothing and personal stylists through Stitch Fix, daily vitamins from Persona Nutrition, auto-ship through Prime Pantry, movies and TV show suggestions from Netflix, the list goes on and on. Being able to customize your experience or order, give feedback, and subscribe so you have one less thing on your to-do list, is what makes these services so popular. Our world has become so personalized that people joke about how long it takes to order a Starbucks drink and complain about Google ads that follow them around or appear after they’ve talked with someone about a product.
Today’s world is no longer about one size fits all. If you can customize your hair care, have a personal stylist without being a millionaire, and order a laundry list of a Starbucks drink, shouldn’t you be able to customize your estate plan? Just as your subscription suggestions and preferences evolve with you, so too should your estate plan. Estate plans should live and breathe.
Notice I’ve not said, “estate plans should be living breathing documents”. The world of estate planning gets so focused on documents that things grow stagnant. You’re lulled into a false sense of security because you walked out of an office with a bunch of pages that state your last will and testament and maybe include a signature on a trust. What you own, who controls your assets when you are disabled, who controls it when you die and who receives these assets are the key questions to answer. Therefore, the key to estate planning is not only knowing the assets that are owned at the time of death but also having all of the asset ownership and beneficiary designations aligned with the estate plan. Just holding pages of an estate plan should provide you with the most threadbare blanket of security.
If you truly want to feel like you’ve protected your family and your assets and truly planned for your life, you need to work with an estate planning attorney who has an ongoing client care program. You need to work with an estate planning attorney who’s going to look at you as an individual and look at your family and your circumstances as completely unique; an attorney who wants to work to understand you and your family, and who has a team that shares in this goal. Having an attorney who is able to customize your estate plan, align your assets consistent with your plan and track and update these assets on a regular basis is key in making sure that that your family is protected.
At Family Estate Planning Law Group, we know that a one and done estate plan is not enough. We know that documents that match the law in the wording needed today are not enough since we can’t predict when your estate plan is going to be called to action. We also know that tracking assets is the key to successful estate planning. Because we know this, to us it is paramount to continually develop our relationship with you and update your estate plan on an ongoing basis, making sure that no matter what life or assets changes you experience your estate plan meets your needs and your family’s needs at any given point, now and in the future.
Just as you can customize and subscribe to online services, you should be able to personalize and subscribe to your estate plan. Through our ongoing client care program, you can truly take care of your family and take care of them even when you’re not around. Life is not stagnant. As your life changes, your assets change your family changes and the law changes. At Family Estate Planning Law Group, we ensure your estate plan evolves with you so you can rest assured your family is taken care of giving you one less thing to worry about.
To learn more about our ongoing client care program and our personalized approach, visit our website and schedule your complimentary consultation today!