Family Law Attorneys
Every dissolution should require, at a minimum, a new will and, potentially, a change of beneficiary for all contractual rights (e.g., life insurance, IRA, 401k, etc.).
You may have liability if the client dies before the dissolution is final and has not revised his/her will to remove the other spouse.
Does your client really want the other spouse making health care decisions including "pull the plug"!
Who knows better than you the assets owned by the client during and after the dissolution.
This is a profit center you may be missing.
There are no estate tax considerations in a living trust for a single client (for the high net worth client [i.e., over $3,000,000] you can still refer out or associate in an estate planning specialist to consider other estate tax planning options [e.g., life insurance trusts, QPRT's, etc.).
With our software, you can be sure you are providing the client with quality, professionally written estate planning documents (which include all the necessary change of beneficiary requests) even if you have never written a will or trust before!
Try the
Will Package Demo
to see how easy and complete the preparation is.