In light of recent events, it would seem to be common sense for Americans to have an estate plan to potentially deal with both expected and unexpected situations. Unfortunately, very few have taken meaningful steps to create estate plans. In part, it’s because of the confusion on what estate planning entails and the misconception that only the wealthy can have estate plans. Edward S. Clay, P.A., a well-established estate planning law firm for more than a quarter of a century, provides solutions to these by helping families understand estate planning and by positioning them to achieve their goals.
Edward S. Clay, P.A. is dedicated to providing a personalized and reliable estate planning process that produces consistent results. Their process starts by understanding the client’s values and vision for a time when the client is no longer able to directly control their affairs. According to the firm, this is integral to creating an estate plan that truly reflects what matters for the client.
“Estate planning documents are the receipt given for the value provided during the counselling meetings with our attorneys,” says a representative from Edward S. Clay, PA. “If you ripped out the pages with your name typed in, would you be able to tell if the estate planning documents were really yours?” he added.
For the law firm, estate planning is more than just drafting wills and stamping documents. It’s about making sure that everyone involved fully understands their roles and responsibilities within the estate plan. This is why Edward S. Clay, P.A provides ongoing counselling to clients and their loved ones. Through the counselling, family members appointed as trustees or executors learn about their roles and the beneficiaries learn about the estate planning protections they have. Families get exposed to the process of disability administration as well as death administration.
Learning about one’s roles and the processes involved in estate planning empowers families to make sound decisions about their options and the suitability of specific strategies in the plan. Because of this, Edward S. Clay, P.A can create an estate plan that maximizes control and is unique to each client’s situation.
For more information about Edward S. Clay, P.A., visit https://estateplan.org/.
About Edward S. Clay, P.A.
Edward S. Clay, P.A is dedicated to helping families achieve their estate planning goals. It has been assisted families in developing a suitable estate plan for decades and has built solid relationships with them that can span multiple generations. Through their dedicated process and open communication approach, Edward S. Clay, P.A empowers families to get the right results from their estate plan.