One of the greatest benefits of a LegalShield policy is the Will package. The process of obtaining your Will begins with completing the LegalShield Will Questionnaire. You can complete the Will Questionnaire via the LegalShield app, which you can download from the iTunes or Android store. You may also obtain a Will Questionnaire by calling LegalShield, your provider law firm or logging into the member’s only portal.
The LegalShield provider law firm uses the information you provide to develop an estate plan that meets your specific needs. The following tips are designed to help answer some common questions about the questionnaire.
Signing as a POA Agent is more than just jotting down your signature. Banks, title companies, healthcare providers, and similar entities might reject documents if the signature doesn’t clearly show that you’re signing for the other person.
Probate can take time, add costs, and create extra work for loved ones during an already difficult time. That’s why people often want to know how to avoid it.
An executor is always a type of personal representative, but a personal representative isn't always an executor. Learn about the differences and what each does.
A Living Trust lets you decide now what happens to your home, savings, and other assets when you die.
Setting up a Trust creates the container for the assets, and funding it is how the assets actually get into the Trust.
Fiduciary and trustees are similar concepts, but have key differences. A Trustee is a type of fiduciary. Every Trustee is a fiduciary, but not every fiduciary is a Trustee.
Et al. on a deed means there are unnamed co-owners listed on your property title. Learn what it means and how to remove et al from deed paperwork.
A Revocable vs. Irrevocable Trust comes down to one trade-off: control versus protection. Revocable lets you stay in the driver's seat. Irrevocable moves your assets somewhere creditors and estate taxes can't easily reach.
