Estate Plan & Elder Law

Similarities and Differences

Although Elder Law and Estate Planning are two areas of legal practice which dovetail and fit nicely together, they must be distinctly addressed and serviced.

The table below explains some distinct differences between the two categories.

All services listed under either category are explained in more detail on the page.

For a listing of documents developed during Estate Planning with an explanation of each, visit the page.

 

Characteristic

Estate Planning

Elder Law

Goal

Comprehensive and thorough customer service, including follow-up Responsive services to the family of a senior when placement in a facility is imminent, and after placement.

Type of Client

-  People with disabled family members
-  Single people without children
-  Young people with minor children
-  Middle-aged people, and those planning
   for retirement
-  Seniors trying to simplify and address their
   long-term needs
-  Senior, or late middle-ager with no health
   issues who is proactively planning to align
   her/his assets and documents to match
-  Senior with a health issue, or a family member
   concerned about provision for her/him

Billing

-  No charge for initial consult
-  Package quote for desired services is
   determined and provided during consultation
-  Billing is by the hour
-  An estimate is provided before legal
    services are engaged

Services Delivered

-  Wills, Trusts, Powers of Attorney, 
    Health Care Proxies, etc.
-  Settling of Estates
-  Real Estate dealings
-  Long-term Care Planning
-  Guardianship

 

For more details about the services listed in either category above, visit the page.

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