When the Estate Plan Matters

Today I got the call that you are never happy to hear--that a client of over 10 years died suddenly of a massive heart attack. Fortunately, she had a comprehensive estate plan, with a will, revocable living trust, funeral planning declaration, powers of attorney, etc. AND, she had been in to see me to update her documents in the past 2 years. Her estate is organized so that no probate administration will be required and transfer of property to her children and other beneficiaries should proceed smoothly and quickly. She was the type of client who did her homework, and her affairs are in order even though she could not have anticipated such an untimely death. A sad day, but tempered by the knowledge that the tragedy and stress of the sudden event for her loved ones will not be further clouded by complicated administration and unintended results.

The Law Office of Barbara J. Baird represents clients living in Indianapolis, Carmel, Fishers, Zionsville, Noblesville, Danville, Greenfield, Bloomington, Lafayette, Fort Wayne, and South Bend, Indiana. Marion County · Hamilton County · Boone County · Johnson County · Hendricks County · Hancock County