Partnering with Financial Planners
Legal Essentials works with Financial Planners to address their client's needs for Estate Planning.
Referral Partners can log into a secure portal and fill out information for their client(s) during their financial planning meeting. This information then comes to Legal Essentials for us to draft the required documents for the clients.
If you would like to partner with Legal Essentials, please contact us and we will arrange a login for you.
The Executor of your Will is the person appointed by you who becomes responsible in carrying out the terms of your Will and your wishes. Choosing who to appoint as your Executor is not an easy task. The duties of an Executor can be time-consuming and at times confusing. This is especially true for family…Read More
You would probably be surprised to learn how often we are asked about whether a particular family member can challenge a Will. In my experience, when clients raise concerns about their family “black sheep” and whether they can challenge, they feel somewhat embarrassed and usually like their family is different. But the reality is that…Read More