oday with all of the privacy protections in place for your finances and health care, you particularly need to make sure that the right people are authorized to act for you.
- Will your family be able to pay their bills if you are sick?
- Will you be able to get the right doctors and treatment if you are sick?
- Will you be able to get access to your spouse's 401K if your spouse dies?
With the proper estate plan, you can avoid having to get the court involved just to get access to your money or your family's assets. Your estate plan will provide the legal framework and authority for the persons you want to help you and your family if you become sick, incapacitated, or die.
It's not just about the documents. Sure, you need a financial power of attorney, a healthcare power of attorney, a will and maybe even a trust. However, once you have the documents, you need to have your questions answered. If you cannot remember how to use the documents, what use is estate planning?
Sharon Ravenscroft does not just give you documents - her focus is on legal advice. During the process of preparing your estate planning documents, Sharon's goal is to educate you about the documents you will need to have. That is done during the initial conference, at the signing conference, with an explanatory letter that comes with the drafts, and with the trust asset checklist that guides you through the re-titling process.
After the signing conference, clients are encouraged to call with questions - regardless if the questions have to do with how to use the documents, how to title assets, or how to fill out the designated beneficiary. Unless the calls involve new documents or research, Sharon and her staff usually do not charge for the phone calls or emails. Sharon believes there is little use to having an attorney if a client will not call and get needed information or advice. Sharon normally returns calls or emails to clients within 24 hours.
Sharon draws clients from Tempe, Scottsdale, Gilbert, Chandler, East Valley who see her in her Phoenix office. Sharon's clients from North Phoenix and North Scottsdale, like to see here in her Sun City office since they can take the Loop 101 to the office. Clients from Sun City West, Peoria, Glendale, Arrowhead, Buckeye and Avondale also find the Sun City Office convenient.