I used this firm, in particular, attorney Greg Montero, to update all of my estate planning documents.
When it comes to resuscitation and intubation I basically told him that if I somehow make it back to life but cannot ever engage in sex again then I want DNR and DNI. Things stop working below the hips? Yeah, let me peace out.
Now that the important stuff was out of the way we got to business about carrying out who gets what of mine.
Although I'm pretty versed with much of what is needed and how a lot of these documents work (from being in the financial planning world) Greg took the time to discuss everything with me. It's easy when you discuss general estate planning to a client but when it comes to your own stuff you still want to hear it all as if you know nothing about it. His approach is great for anyone who wants and needs to know all the details regarding probate, beneficiary designations, the use of trusts, titling of assets, the use of LLCs for rental properties, etc. Greg's very thorough, asked lots and lots of questions and discussed many things related to my assets, how they will pass and numerous things to consider in the event of my untimely death.
Tough stuff to discuss and certainly not the most comfortable thing to look over at the age of 30 but it's very important and I'm glad Greg helped me to get such affairs in order again. read more