Zen Legal Planning – Trust and Estate Planning

ESTATE PLANNING SOLUTIONS

Protect Your Families Assets Easily, Fast and Securely with Zen Legal Planning’s Virtual Estate Planning Interview.

Estate Planning

We provide estate planning services for individuals and families. The value we provide rests in the relationships we build with our clients, the plan we design specifically for you, and the systems we’ve created to ensure your plan will never stop working for you and your family.

Last Will & Testament

Communicate your final wishes and protect your family

Power of Attorney

Ensure your affairs are taken care of if you are unable to do so yourself

Revocable Living Trust

Keep your family out of court and out of conflict

Healthcare Directive

Specify what actions should be taken for your health in the event you cannot do so yourself

Pour-over Will

Ensure all your assets are properly transferred into your living trust

Child Protection Plan

Comprehensive planning for your children should something happen to you

Why do I need an estate plan?

A well thought out estate plan ensures that your plans for your medical care, guardianship for minor children, and management and distribution of your assets will be carried out according to your wishes and not left to the State or others to decide.

What happens if I don’t have a plan?

The government’s estate plan is called Intestacy and your assets will be distributed under State law. These statutes almost never match how you would have divided your assets yourself. Documents to appoint an Administrator must be filed with the Probate Court and their approval must be obtained.

What should I consider before I begin?

What’s the difference between having a “Will” and a “Living Trust”?

A last will is a written document that states who you wish to be the guardians for your minor children and how you would like your assets distributed at your death. The last will names an executor to facilitate the management of your assets during the probate process.

How will I know whether I need a “Will” or a “Living Trust”?

We offer FREE email support to answer these types of questions. Based on your particular circumstances we can assist you with making the right decision.

If I set up a Living Trust, can I be my own trustee?

Yes. In fact, most people who create Living Trusts act as their own trustee. If you are married, you and your spouse can act as co-trustees. During your life, you will have complete control over all of the assets in your trust. In the event of your incapacity your hand-picked successor trustee assumes control over your affairs.

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4 Reasons To Avoid Probate

February 21, 2018 No Comments

4 Reasons to Avoid Probate – Privacy Issues: your assets and beneficiaries become public record after probate proceedings – Expensive Legal Fees: court and attorneys are on the rise every year and they are significantly higher than fees for settling

Benefits of estate planning

February 1, 2018 No Comments

Centralized hub for managing your assets (trustee named in trust holds legal title to properties in trust) Allow preservation of wealth (each state has unclaimed properties because people forget what type of assets they own) Ability to determine the way

Hello world!

January 3, 2018 No Comments

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Meet Eric

I found Zen Legal Planning with one goal in mind - to become a trusted advisor, guiding my clients through the complex and often confusing maze of financial and legal decisions, and to create plans that will ensure the well-being of their families. My focus is to help you so you can live a quality life knowing you’ve done the right thing, and ultimately, to give you the peace of mind you deserve.