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Choose Vertical Estate Planning as your Estate Planning Attorney

Choose Vertical Estate Planning as your Estate Planning Attorney

We understand that this is a difficult question and often stops people from going to any attorney to develop an Estate Plan. It is not like cars that you can go test drive for free. But wait. It can be. Vertical Estate Planning, LLC offer FREE workshops that are open to the public. During a VEP workshop you will meet our team members and hear a presentation on Estate Planning.

VEP’s goal is to make the your Estate Planning experience more like an enjoyable visit with friends than a trip to the Dentist. We do not have a waiting room because our client’s rarely wait on us. We are here to serve you. Estate Planning is ALL WE DO!.

Sure, any attorney can draft a Will and make sure it complies with the regulations to be a Will in Alabama, that is: signed by the Testator/Testatrix (the one making a Will) and two witnesses in the presence of a Notary Public who certifies the signatures.

We have reviewed several of those documents. Most are four or five pages. It does qualify as a Will. However, a Will prepared by Estate Planning attorneys are 20 – 30 pages and cover contingencies such as children/beneficiaries predeceasing you, becoming incompetent prior to your death, being too young to manage money, having special needs requiring a supplemental needs trust and language to allow proper management of tax-sheltered accounts. All of which cannot be covered in five pages.

Trusts & Wills can be complex documents with tax implications, distribution issues, specific distribution rules, contingent beneficiary clauses, no contest provisions and other particular provisions. These documents are not forms that can just have names added in the blanks nor should they be. The Attorneys at VEP focus on estate planning and we know what is needed for each individual, unique family situation.

If you want Estate Planning, choose Vertical Estate Planning, LLC!

Do I Need Estate Planning?

The State of Alabama provides an estate plan for everyone. It is a one size, and it fits everyone. Fits everyone? Not really.

We Cant wait to hear from you

417 4th Avenue SW #270 Cullman, AL

204 Main Street Suite 128 Trussville AL

Serving Alabama with customized Estate Planning.

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