(864)-477-9444
Estate Planning in NC, SC, and IN
Why Should I Have an Estate Plan?
Life can be very fragile. Most people probably know at least one person who has been sick or injured badly enough to need surgery or some other form of serious medical intervention. And a lot of us have an elderly loved one who has lost his or her independence, memory, or ability to communicate with loved ones about how they wish to be cared for and how they want to use their money and other belongings to care for themselves and their loved ones. While you can still communicate your wishes, prepare yourself—and your loved ones—for the unexpected by asking Hartis Law to create a custom estate plan that will efficiently carry out your wishes for you and your beneficiaries during your life and at your death. If you don’t draft an estate plan, your loved ones will make decisions for you that are not always based on what you want but based on what they think that you want, or the government will make decisions for you that are not always based on your wishes or unique circumstances but based on what they think that the average person should have.
How Can I Get an Estate Plan?
Anna Suzanne Hartis, Esq.
The goal of Hartis Law will be to draft an estate plan that lets you and your loved ones live how you want to live for as long as you can and bless others when you pass away. The process to create your estate plan will be as follows:
First, you need to complete the questionnaire. Next, Miss Anna Hartis, the attorney, will review the questionnaire and schedule a time to speak with you in person, over the phone, or by video about your goals for yourself and your loved ones. If you live in Indiana, this conversation will take place over the phone or by video. After your conversation, Miss Hartis will draft an estate plan, a set of usually 3-8 documents, each of which tells someone else how to perform certain tasks on your behalf. After she drafts the right documents for you, revises them, and proofreads them, she will send them to you so that you can review them. After you review the documents, if they accurately state your wishes, you will schedule a time for you to meet with her in person or over video where the documents will be signed by you, a notary public, and some witnesses. If you live in Indiana, you will sign your documents electronically, and your documents will be witnessed and notarized electronically. Anna will not travel to Indiana for the signing, notarization, or witnessing of your documents.