Dear Friend,
With life being so uncertain, everyone needs to have important legal documents in place, commonly known as an Estate Plan.
So, why don’t we?
The reason is, first of all, it’s complicated, especially if you try to do it on your own. You have to decide between a will, or a trust, execute Living Wills, Powers of Attorney, and Health Care Directives. You have to check the title on all of your properties, make a list and document the title on all your assets.
Then, there is coordinating all of your beneficiary designations on all of your 401(k)s, IRAs, and Life Insurance Policies and all of your assets. The list seems to go on and on. So, unless you have passed the Bar, you’re going to need multiple meetings with an expensive lawyer just to make sure the plan is set up correctly. But then, you’re done, right? Wrong!
As life changes, so should your documents. There are births, deaths, and divorces. The kids get older, you buy and sell property, relocate, or laws change. Your document will need to be updated. Bottom line, it’s expensive and overwhelming. No wonder you avoid it.
Luckily, there’s now an easier way. It’s called Estate Guru. Estate Guru is more than just a stack of documents. It’s an intelligent system that guides you through each step of your estate plan. In the event that your situation is too complicated, or in need of specialized planning, we’ll connect you with a qualified attorney on our team to help complete your plan.
Whether you schedule an In-home appointment with Darryl at Tureaud Estate Planning, or schedule an online appointment with Estate Guru, they will be helping you get all of your estate planning documents in order, including your Financial and Healthcare Powers of Attorney. They will be with you every step of the way, and are great at explaining all of the nuances associated with Estate Planning.
The link to their calendar can be used to schedule a 60-minute meeting with them. If we schedule an online appointment for you with Estate Guru, they will keep us at Tureaud Estate Planning updated throughout the process.
Sincerely,
Your Estate Guru Navigators
Darryl Tureaud / Marie Tureaud
Direct: 310-916-8450
Email: [email protected]
Tureaud Health & Financial | Insurance & Estate Planning | Los Angeles, CA
