National Association of Family Services

We are an Association just likeany other Association.

Legal Services Plan

Two Main Benefits

Financial Services Plan

A+ RatedBetter Business Bureau

No documents to gather up

Easy Process To Create Your Family’s Estate Plan.

No need to find and copy deeds to real estate

Simple “Homework” Assignment

Overview of New Membership Application Process

1. Each week’s Membership Applications are turnedinto the Association on Friday.

2. On Monday or Tuesday of next week, arepresentative from our Member ServicesDepartment will call you, welcome you to theAssociation, and forward a copy of your applicationto the Plan Attorney.

3. 4-5 days later (Thursday or Friday of next week), thePlan Attorney will call you and discuss yourpersonal situation and circumstances. The attorneydoes the consultations right over the phone so youcan be in the comfort of your own home.

Overview of New Membership Application Process

4. After the consultation, the Attorney will takeapproximately one week’s time to create yourfamily’s customized documents and then ship themright to your home.

5. As soon as you receive your documents, a Notaryfrom the Law Firm will contact you and set anappointment to come out, sit down at your kitchentable, and help you sign your documents, notarizesignatures, and put your new estate plan into force.

6. Shortly after the Notary another Representative willvisit you, make sure you are comfortable with all theservices you have received, address any questionsyou may have, and make sure your assets are in-linewith your new Estate Planning Documents.

4-Participantsof a Living Trust

1) Trustor – Creator, Owner, Name

2) Trustee – Asset Manager

3) Beneficiaries

4) Successor Trustee

FUNDING

Funding involves removing the individual’s name (husband & wife)as owners of all major assets and

replacing the Revocable Living Trust as the new owner.

A Pour-Over-Will transfers any assets not owned by the Trust into the Trust

immediately upon death.

Funding

Everything we have talked about today up to this point

has been about Death…

IncapacityWhen a person becomes unable to

manage his/her personal affairs for any reason (Alzheimer’s, Stroke, Mental Incapacity, etc.), legal guardianship

may be established.

Through court proceedings the Petitioner applies for, and may (or may not), be granted the legal authority to

handle the financial and personal affairs of the incapacitated person.

These court proceedings can be costly, time consuming, stressful, and as court

records are public information, they can be embarrassing to the family.

These documents legally identify who has been chosen and

entrusted to make medical and financial decisions if a person becomes incapacitated and is

unable to make those decisionsfor themselves.

The people chosen in these documents (usually a spouse or

child) may manage the affairs of an incapacitated person without the

involvement of the courts.

Durable Powers ofAttorney for Health

Care and AssetManagement

(Advance Health Care Directive)

Living Wills

The term Living Will refers towhat many people commonly know

As the “Right-to-Die Clause”. If aperson’s life is being sustained solely by artificial means, this

document states whether or not that person desires to continue

with artificial life support.

Through the use of a Living Will, family members may carry out the

person’s desires withoutcourt intervention.

(Advanced Health Care Directive)

The decision to become a member Right Now is

an Easy One