I was very fortunate to be introduced to John Haslam of Wilson Law group when I was decided to do my estate planning. He was highly recommended. Attorney Haslam met and spoke with me at length, for no charge, about my goals regarding my estate. It was a very good thing that I talked with him as estate law is complex and I might have made uninformed decisions that would have negatively impacted my assets if I had tried to do the planning myself.
When I asked Attorney Haslam to assist me he set up several meetings and listened carefully to the specific plan I had in mind. He then prepared several trusts for me (revocable and irrevocable). These are very detailed and fully cover every aspect of my estate. They follow my wishes exactly. I was surprised at how complex the trusts are. Absolutely nothing was omitted.
Attorney Haslam and his team helped me in transferring some of my assets into the trust. There were other steps I needed to take myself, such as opening a trust bank account. I was provided with a clear instruction letter on how to accomplish this, and a Certificate of Trust to present when needed. (My bank's legal review staff were impressed that the information I brought them was set up so clearly, in exactly the format they needed.)
The trusts were given to me in a portfolio with sections clearly marked so I could easily locate information. I was told by Attorney Haslam he wants me to contact him if I have questions or am uncertain about how to proceed on anything rather than have me worry about what to do or take an action that is contrary to the trusts requirements. He does not bill for this.
In addition to my trusts, the portfolio includes a number of other sections. One section is an emergency section for my trustees on the steps to take when I am no longer able to act on my own behalf. Instructions include encouragement to contact Attorney Haslam for any support they need.
The portfolio I was given also provides sections for a pour-over will, healthcare power of attorney, a living will, memorial instructions, distribution of personal effects, and other information. This is so helpful to have.
Attorney Haslam set me up with Legal Vault, which provides secure access to information in case there is a medical emergency. His law group also presents seminars which provide education for their clients and trustees.
Overall, I am reassured that every aspect of planning my estate has been taken care of because of Attorney Haslam's expertise. I know I may sound like a paid advertisement for him. I'm not. The cost of setting up my estate trusts was not insignificant, but in the big picture, protecting everything I've worked all my life for was so important to me that it was well worth it!