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Lifeguarding Legacies, PLLC profile image

Lifeguarding Legacies, PLLC

‘21 Certificate of Excellence

It's on your to-do-list. You know you need to complete your will or trust. But somehow the whole idea is about as much fun as planning a tooth extraction. It doesn't have to be like that. What if I told you that what we are doing is protecting your kids from being sued in a car accident? Or protecting them from a failed marriage? Or keeping your kids from fighting? Or helping design a plan for the charities where you already volunteer? Or maybe even taking care of Fido in the way that you've always pampered your furbaby? Yes, we do that. And it is all painless. Then your friend tells you that they just used a cheap or free online service to do their will. It's a little like pulling your own tooth. You could do it. But what if it gets infected? What if you break the tooth? What if you damage the nerve? Chances are, the expense and pain of the cleanup is more than if you'd have just made the appointment to let the professional do their job. That's why you hear the horror stories. We can protect you from that pain. As a long-time educator and counselor, I use very little "legal speak" (unless I am teaching it). I can even help spouses who don't necessarily agree find a plan that eases both their concerns. And I do this in a no-risk way with free strategy sessions and a free copy of my eBook "Lifeguard Your Legacy: what every Arizonian should know about Estate Planning." So meet with me, ask your questions, and let me help you proudly check this off that nagging to-do-list, replaced with the peace of mind that you've Lifeguarded Your Legacy.

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What do you love most about your job?

This career is a perfect combination of all my past careers. I have the opportunity to teach, counsel, create, and problem solve with clients in a meaningful way that has impacts on generations. I help people see both possibility and problems, then design solutions that turn their values into legacies.

What inspired you to start your own business?

The move to Arizona forced me out of my comfort zone in education. It was time to jump. To take a risk--sit for a bar exam, build something entirely new, and grow a whole new networking circle. Looking back, it was a crazy leap, but now I am seeing the pieces all fit together. And have been amazed at how each client inspires me to continue this adventure with consistent renewed enthusiasm.

Why should our clients choose you?

Many good estate attorneys in the area all take the same training and use the same software to create legal documents. So the difference is in the experience. There are a 3 ways that the experience will be different with me. 1) I come to your home or place of business (concierge-style). 2) I don't ask you to complete the 14-page intake forms. You do nothing but sign and initial. I ask the questions and take the notes. 3) You end up with your original documents AND a lifetime membership to www.mylifeandwishes.com, which is loaded with your documents and key contacts on a very secure platform where you can later add your personal information, passwords, and accounts. This last benefit will leave your Personal Representative or Trustee blessing your name for making their job less of a scavenger hunt in the dark and more of a neatly wrapped, easy to manage gift.

Can you provide your services online or remotely? If so, please add details.

There are three appointments for most clients. The first is the consultation/intake--the client gets to choose whether we meet live or on Zoom. The second is the document review--this is on Zoom--where we review the key provisions in all documents and make live changes together. The final is the signing, which is done live at your home with two witnesses that you select and I act as notary. After that, I scan your documents and priority mail them back to you. If you selected a Trust, I still assist you with funding for 90 days after signing.

What changes have you made to keep your customers safe from Covid-19?

The client is ordinarily in their home, so I rely on their comfort for Covid-19 and follow their lead. For the initial appointment, it is often easy to provide some physical distance. Many clients have chosen to meet outside. For signing appointments, we have frequently met outside or have witnesses at a separate table where I run between the two tables. One signing actually happened at the client's request on the hood of a car in the driveway. In all cases, I arrive at all appointments with a faceshield and hand sanitizer. I give out single-use quality pens to clients who are signing documents and the witnesses attending. I request that everyone use hand sanitizer before and after signing since we are passing documents back and forth.

One change that was not my choice is the hospital environment. Pre-COVID, I could help clients in their 11th hour to put together estate plans. Now, if anyone is allowed in the hospital, it is just one guest. End-of-life created plans are no longer feasible. I encourage clients to cross estate planning off the checklist now and do not procrastinate, relying on 11th hour planning.

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based on 461 reviews

The average rating for Bark Will Writers in Phoenix is 4.74, based on 461 reviews.

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