A 2010 Indiana court ruling highlights the significance of dealing with an estate planning lawyer who can develop a customized estate plan to meet your specific needs.

An Indiana insurance coverage marketing company that offered estate plans to customers, specifically targeting senior citizens and the elderly, was just recently discovered to be practicing law without a license. This marketing firm not just attempted to offer an ‘estate plan’ to their client, but they likewise utilized their consumers’ monetary info to attempt to offer them insurance coverage products.
In the case of Indiana State Bar Association v. United Financial Systems Corporation., it was found that a marketing firm used a panel of lawyers to prepare estate planning documents, such as wills, trusts and powers of lawyer. Non-lawyers, actually salespeople, met with and collected the information from the clients, and likewise delivered and monitored the signing of the files. For this service, a client was charged over $2,000– which remains in the variety of what an estate planning lawyer would normally charge for drafting and personalizing several estate planning documents.

The Indiana Supreme Court ruled that the company’s company design “marginalized the lawyer’s role to such a degree regarding cross the line of acceptable practices.” The court not only went into an injunction versus the company, however they also bought it to supply a copy of the court’s viewpoint to all of their clients, to provide refunds to certain clients, and to pay attorney’s charges and costs of the Indiana State Bar Association, which brought the fit versus the company.
A true estate plan can not be bought online, nor bought from a marketing company– it needs to be tailor-made to match your requirements. Deal with an estate planning attorney in your state to offer the legal knowledge that your family needs, and is worthy of.