Lauro Law, PLLC - Estate Planning Process

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Determine your needs in an Estate Plan
The first step is to determine what you need to address within an estate plan. This can be done by assessing your current family situation and financial status.
Find and hire a qualified Estate Planning Attorney
Estate planning is absolutely one area that you should not try to do it yourself. You and your family would best be served by hiring a qualified estate planning attorney. Your attorney should be able to offer you a variety of options depending on the size of your estate, your family situation and what you want to do with your money. If you are a same-sex couple, find an attorney who is experienced in both estate planning and the local and federal laws concerning same-sex couples.
Create your Estate Plan
Work with your attorney to create and build your estate plan. Depending on your current family and financial situations, the estate plan will include several essential estate planning documents and may address the funding of a Trust.
Maintain and Update Your Estate Plan
Once your estate plan is documented and executed (signed and witnessed), you should review it each year or so to determine if it still meets your estate planning needs and goals or requires updates and changes. In addition, state and federal laws that affect estate planning change frequently, so it is a good idea to work with your Attorney to insure that your estate plan will work when needed.

The University of Arkansas - Cooperative Extension Service has several documents you can download to assist with Estate Planning.

Also, the Arkansas Legal Services Partnership website has a section on Wills & Estates Law Resource Center and Legal Library that provides an overview of several areas of the law that affect you and your family.

Clients Have Access to Secure Document Storage & Retrieval

Lauro Law, PLLC uses Clio Practice Management Software to help manage the firm and client matters through a number of tools, including workflow, task management and collaboration. In addition, Clio Connect is a secure portal through which clients have access to shared documents, such as important court orders and completed estate planning documents. The portal also allows clients to communicate with the firm through secure message and document uploads. Existing clients may set up an account and login after receiving an invitation from our firm. Existing Client Login to Clio Connect.

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No information on this website or its associated pages, comments, links, e-mail responses, articles or other communications is intended to be legal advice for your individual situation. This website is an advertisement for legal services only. You should consult an attorney for legal advice regarding your individual situation. Contacting me does not create a client-attorney relationship. Do not send confidential information until such a relationship has been established.

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