Showing posts from May, 2024

When a client passes away.

When a client passes. As an Estate Planner, you plan for a client to pass away.  You do your best to help them “leave a legacy of peace and not a legacy of chaos”.  You help them create “The Plan”. Even though the topic of death is discussed every day in my office, it still has an impact on me when I get the call or email that: “Mr. Jones died Friday.  I just wanted you to know.” Their passage leaves a mark.  As an attorney, hopefully, I spent enough time with the client to make sure their wishes were accurately reflected. As a person, I may remember a laugh that we shared as we discussed their wishes.  I may remember what a delight (or tyrant) they were in our discussions. As a person of faith, was their salvation secure?  While the business of Estate Planning anticipates the passage of a client, I don’t know that as a person, you are ever fully prepared.