how avoid living probate

18
How to Avoid Living Probate Jim Eagar Attorney & Counsellor at Law Wednesday, October 9, 13

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Page 1: How Avoid Living Probate

How to Avoid Living Probate

Jim EagarAttorney & Counsellor at Law

Wednesday, October 9, 13

Page 2: How Avoid Living Probate

Please Fill in Contact Info, Check Topics You Are

Interested In

Wednesday, October 9, 13

Page 3: How Avoid Living Probate

Who I am

Wednesday, October 9, 13

Page 4: How Avoid Living Probate

Why Avoid?

• Expensive

• Lose Control

Wednesday, October 9, 13

Page 5: How Avoid Living Probate

Mark #1 if You Want to Avoid Living Probate

Wednesday, October 9, 13

Page 6: How Avoid Living Probate

Typical Approach

Financial Power of Attorney

Wednesday, October 9, 13

Page 7: How Avoid Living Probate

Wednesday, October 9, 13

Page 8: How Avoid Living Probate

Wednesday, October 9, 13

Page 9: How Avoid Living Probate

Problems• Blank Check• No

Instructions• No

Reporting

Wednesday, October 9, 13

Page 10: How Avoid Living Probate

Mark #2 if You Want to Avoid Power of Attorney Problems

Wednesday, October 9, 13

Page 11: How Avoid Living Probate

Using a Living Trust

Wednesday, October 9, 13

Page 12: How Avoid Living Probate

Mark #3 if You are Interested in Using a Living Trust to Avoid

Living Probate

Wednesday, October 9, 13

Page 13: How Avoid Living Probate

Wednesday, October 9, 13

Page 14: How Avoid Living Probate

• Who Decides• Helpers• Instructions

Wednesday, October 9, 13

Page 15: How Avoid Living Probate

Advantages

• Personalized

• Accountability

• Accepted

• Avoids LP

Wednesday, October 9, 13

Page 16: How Avoid Living Probate

Mark #4 if You Are Interested in Using a Living Trust to

Control What Happens to You if You’re Incapacitated

Wednesday, October 9, 13

Page 17: How Avoid Living Probate

Can We Help?

• Review• DVD• Consultation

(541) 244-2157Wednesday, October 9, 13

Page 18: How Avoid Living Probate

Mark “Yes” if You Want a Consultation

Wednesday, October 9, 13