Establishing an estate plan is a very important step, that when done properly, can save you and your loved ones needless expenses, hardship and heartaches. As a Charlotte-Mecklenburg Schools employee, you and your family now have the opportunity to have your personal will, trust and other related documents prepared by a qualified attorney at a greatly discounted group price without the need to take time from your busy schedule to go to his/her office. You even have the option of a deferred payment plan. Legacy Estate Services is available to explain the many benefits of estate planning, and assist you in getting started with your estate planning documents. You can contact Legacy Estate Services at 704-289-1191 to get started today.
Do I really need a Will?
That’s a question that lots of people ask when discussing the topic of Wills, Trusts and estate planning. The answer is, not unless you care about what happens to the things you work so hard for, or you don’t care who would raise your children if you die while they are still minors.
Most people are surprised to learn what really happens to their property when they die intestate (without a Will). Contrary to what many people think, in the absence of a properly drafted and executed Will, everything does not automatically go to your spouse, and you have no assurance of who will raise your children.
But isn’t having a Will drafted expensive?
And besides, with today’s busy schedules, who has time to go to an attorney’s office?
Here’s the Good News!
As an employee of CMS, you have access to Will preparation and other essential estate planning tools at extremely low group prices (a fraction of what most attorneys charge) through Legacy Estate Services, and you don’t need to take valuable time from your schedule to visit the attorney’s office. Your group price is also available to your spouse, and Legacy will even honor your group price for your parents and grown children. Your group price for your attorney prepared Will is only $119, and you can even pay for it over several months. Legacy has had a price increase, but is holding the $119 price for CMS employees through the remainder of 2008. Beginning January 1, 2009, the group price will be $139 (still a great price), so if you don’t have a Will or yours is out of date, contact Legacy right away for more information.
You can find a brief description of this benefit on page 13 of your 2008-2009 New Employee Benefit Guide. You can call Legacy at 704-289-1191, visit www.legacyestate.net or email Legacy at firstname.lastname@example.org.