Do-it-yourself family legal planning

Neely is the founder of the estate planning law firm of Martin Neely & Associates in Southern California, as well as the Family Wealth Planning Institute, a nationwide cadre of Personal Family Lawyers guiding parents to make the best legal decisions throughout life and being there for loved ones afterward.

Neely says everyone over 18 needs an Advance Health Care Directive & Durable Power of Attorney. If you have assets, you should also have a Will & a Living Trust. If you have kids, you should also have a Kids Protection Plan.

Things to Look For in a Lawyer:

  1. No hourly billing - flat fee only and no surprises
  2. Provides team support
  3. Regular review of your planning documents
  4. Offers an ongoing program to provide you with support
  5. Helps you pass on more than just your money

Online Resources for Legal Documents:

Alexis Martin Neely
Personal Family Lawyer
Family Wealth Planning Institute

Subscribe to Alexis Martin Neely's Free Family Wealth Secrets Online Magazine at:

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