Pre-Planning

It’s true that as life goes on it only gets more complicated. This is evident in your estate planning needs as well. The sooner you start, the easier it is. Coming to Idaho Estate Planning is a great step for newlyweds, new parents, or even more established individuals who have nothing formal in place yet.

What is Pre-Planning?

Pre-Planning is about protecting your family and the ones closest to you and being prepared for a potential incapacity and your passing. Some tools that may be used in an estate plan could include:

Last Will and Testament
Revocable and Irrevocable Trusts
Testamentary Trusts
Special Needs Trusts
Powers of Attorney
Advanced Directives

Is Pre-Planning Right for You?

You DO NOT want the State of Idaho to decide how to take care of your family and assets upon your death.
You are READY to take control of your future and your plans for your family and assets.
You are not planning to retire in the next 5-10 years or recently retired. (If yes, see our Strategic Planning Services.)
You are not retired and looking for long-term care options. (If yes, see our Crisis Planning Services.)

Schedule Your Right-Fit Session Today

Frequently Asked Questions About Pre-Planning

What and who is involved in Pre-Planning?

It's best to involve an attorney that specializes in Pre-Planning. You will be involved in the design of your estate plan and determining who you want to help you if you become incapacitated and upon death. These individuals can be family, friends, or professionals who have a certain skill set to walk with you during incapacitation or handle your estate when you are gone.

Isn’t Pre-Planning just for rich people?

Pre-Planning is not about net worth, it’s about protecting your family and the ones closest to you. It is about being prepared for a potential incapacity and being prepared for your passing.

How is Pre-Planning different from financial planning?

Financial planning is about managing your money and getting the best return on your money. Pre-Planning is about passing that money onto those you care about and protecting it.

How much will Pre-Planning cost?

The cost of setting up an estate plan is determined by your goals, your family dynamics and your assets. Some basic Pre-Planning can start at $2,500 and go up to $15,000.

How often will I need to update my estate plan?

Life happens and changes occur. Updating your estate plan at least every three years is a must. Our firm offers our annual Life Plan Protector Program that allows for changes, updates, questions, newsletters and educational opportunities.