Why I Created This Solution
Our Law Firm, Carter Shelton Jones, PLC, has represented a number of parents in the process of Legal Financial Guardianship. While a majority of people with minor children have not completed a will or trust, the devastating effects are widely unknown. Because a minor cannot inherit assets, substantial Court oversight is required for any property that goes to a child (ex: life insurance and retirement accounts).
I developed this website and the “Documents Only” procedure to help eliminate the barrier to entry for young parents and older families alike. The streamlined process allows clients to easily complete the bulk of the planning online, while ensuring that the plan is properly explained in person at the signing.