How To Plan For Your Death

Transcription

1 TM Easy. Online. Estate Planning. What is the most important part of your financial future?

2 Every Life Event represents a possible change in your Estate Plan Retirement Individual or family illness Birth of a Grandchild Home or assisted living care Losing a loved one Caring for a pet Life Events Change in marital status Buying or selling real estate Birth of or adopting a child Relocation to a new state Change in employment Change in financial status Child turning 18 Planning a vacation

3 Traditional Legal Services Leave the Middle Class Out! 24/7 Do-it-yourself online estate planning tool. Attorney not required! Similar to tax preparation software. NetLaw provides a concierge experience. Answer simple questions = Customized Estate Planning documents. Protect your family and achieve piece of mind. Save time and money! NetLaw Provides An Easy, Efficient & Affordable Solution Avoid the burden of finding an attorney and paying their high hourly rates.

4 Do You Have An Estate? If you... Own a Home, Own a Car, Have a Bank Account, Have a Savings Account or Own a Business Then you have an estate and need an Estate Plan! Your financial future, your children s financial future, and your legacy all depend on how you preserve your estate. If you do not decide, the Government will decide for you!

5 Without the proper legal documents it does not matter what you have said or promised. Who will care for your underage children? How will you keep an 18 year old from spending their inheritance? Who gets your home? Who inherits all of your bank accounts? Can you avoid family arguments over your belongings and keepsakes? Who will operate and own your business? Who will make your medical decisions? Will your lack of planning create a family feud?

6 #1 Who will get your assets? Have you discussed this with your family? If so, how long ago? Do your documents need an update due to Life Events? With NetLaw, updating your documents is easy and you can do it 24/7! Will you or a court decide who gets what? Telling someone is not enough! Tell them in your Estate Plan! Have you ever seen a family fight over an estate? Make your intentions clear in your Estate Plan!

7 #2 Who will take care of your children? Have you discussed this with your family? If so, how long ago? Do your documents need an update due to Life Events? Will you or a court decide who gets your kids? Telling someone is not enough! Tell them in your Will! Have you seen a family fight over who gets the children? Only a Will controls this important decision Do you want a judge to oversee a fight over your kids?

8 #3 Have you avoided Probate? Have you heard about probate? Do you know why people want to avoid it?...the Cost...Time Delays...Complications How does a Living Trust work? Prepare one using NetLaw (easy Q&A step-by-step process)...re-title bank/investment accounts in name of Trust...when you die the Living Trust does not die...accounts stay open, passwords remain, no delays...pay bills the next day...distribute to family the next day...even joint accounts will not help in the event of simultanious death Do you want to make it easy for your family?

9 #4 Healthcare or end-of-life decisions How do you want to make these decisions? Did you know that legal documents are required? Have you experienced family disputes related to these issues? The Required Documents Healthcare Surrogate Names the person (and backup) to decide when you can t. Living Will Declaration/Advanced Directive Do you want to remain on life support when there is no hope of recovery? Avoid depleting your estate when it will not help. HIPAA Authorization Without this document, your family members cannot talk to doctors or or have access to your medical information.

10 What You Get Premium Estate Planning Package with Probate Avoidance (Living Trust) Included Documents 1. Will (including trusts for children/grandchildren) 2. Probate Avoidance Living Trust 3. Power of Attorney 4. Living Will/Advance Directives 5. Healthcare Surrogate 6. HIPAA Authorization Spouse is Free! Pricing Internet Price: $1,000 WFG Discount: $500 Your Price: $500 After 1st year, $8/month allowing free revisions and free document storage.

11 What You Get... Funding your Living Trust Guide Access to Estate Planning Attorney Network An attorney is not required but if you need one, you can get one Review attorney credentials, rates and reviews Collaborate and share documents Personal LifeVault Secure, cloud based storage accessible anytime, anywhere Store tax returns, deeds, insurance polices, etc. Invite others to securely access your documents SATISFACTION 30Day Money Back GUARANTEED Update and modify documents at no additional cost Peace of Mind!

12 Call Today NetLaw Shelbyville Road Suite 124, Louisville, KY Net Law Group, Inc. (NetLaw) is not a law firm and does provide legal advice or legal services. The service is not a lawyer referral service. You acknowledge that you are using the service for the self-preparation of legal documents and that neither NetLaw nor your financial advisor is providing any legal advice or legal representation to you. You further acknowledge that decisions made with regard to the development of your legal documents are made by you and without the advice or guidance of NetLaw or your financial advisor. World Financial Group and their affiliated companies are unrelated to NetLaw and are not responsible for any loss, injury, claim, liability, or damages related to the use of the NetLaw s products and services.