Welcome clients and family to our member’s page. This page will provide links to important information for our client families. As a reminder, if you are logging into this page for the purpose of answering a question you may have, please call us. We will help you answer any question you may have about your estate plan at any time.
2020 ACM Replay
Below is the replay of our 2020 Virtual Annual Client Meeting (ACM). If you were unable to attend or would like a refresher, please watch the video. After watching the replay, if you have any questions, please contact the office and we will be sure to answer everything for you.
Family Training Materials
Family Operator’s Manual
This Operator’s Manual is a good resource for your family to explain the LifeSpan Legal Services program. It provides many roadmaps and reminders on how the program works, what is included with the program, and how to contact the office should a need arise.
Family/Trustee Training Videos
The following videos are designed to help your family and you become more familiar with your plan. They include discussions on various planning techniques as well as how your plan works at disability or death.
Final Arrangements Letter
Here is a sample final arrangement packet for you to let your family know your wishes regarding your final arrangements. This can help your family know your wishes, know who to contact, and know how you want your body to be treated upon your death. It will be tremendously helpful for your family upon your passing and we encourage each and every client to complete one and return a copy to our office for safekeeping.
Letter of Instruction to Guardians
Here is a sample letter of instructions regarding how you would like your minor children to be cared for if you pass away. You can use this to explain to potential guardians the types of education, religious upbringing, and other aspects of your child’s upbringing you would like to see. Again, if you do complete this form, provide a copy to the law firm so we may keep it with your file and have it readily available for your family.
Docubank – used to help you keep your health care powers with you at all time through the use of a wallet size card.
DCS – used to help you manage your digital assets upon your death. (Optional enrollment that not every client has)