Note from Sherlyn Pang Luedtke: Lynn Lambrecht asked me a question that made me stop, think, and act. Her years in global leadership and emergency response in aviation gave her a proactive mindset and mission to help families be prepared for when life happens. I have invited her to ask you that same question and share her wisdom in this article.
My name is Lynn Lambrecht, and I founded The Living Planner this year.
My purpose in starting The Living Planner is: Every US citizen is prepared/ready in practical ways for all transitions in life. My personal mission is: To take the guesswork out of the unexpected by making sure that people feel confident and in control of their future.
I’d like to begin by asking you a question: Could someone step into your shoes today and take care of your day to day life with ease?
I’ve found there are many moving parts in our daily lives that run on “auto-pilot”. We often don’t think about preparing for a change in health, financial status or other life-altering situation. Preparing for the future need not be overwhelming. In fact, it can be quite empowering!
The purpose of this article is for you to get clear, prepare for meeting with an attorney to protect yourself, your family, your business and your estate, for your own peace of mind. I have a secondary goal which is to avoid probate. There are state by state differences legal counsel can help you understand.
In advance of meeting with an Estate Planning Attorney gather the following information to provide you with familiarity and a feeling of confidence. Prepare to discuss your situation with your attorney. Knowing what you have, what you desire and why you are protecting yourself and your loved ones will provide you with a sense of empowerment!
Here is a listing of some things to think about (mentally prepare) and physically gather before you meet with your attorney. You can contact me at Lynn@thelivingplanner.com for the details about each of these. Ready? Here we go …
1) Who do you want to “speak for you” when/if you cannot?
2) Who do you wish to act as an Executor of your Estate?
3) Your family: a) Guardianship for minor children. b) Pets
4) Your business documents – gather them together in one place.
5) What is your “heaven forbid clause”?
6) What about any relatives who are not named in the estate plan?
7) Health Care Directives
8) Current health status
9) Digital Assets: your online accounts
10) Protection strategies
11) All financial assets
12) Take notes and follow-up!!
Breathe in and out – taking each of these steps, one at a time can be done with ease. Know there is help available for you to explain each of these steps and answer questions you may have in lay person’s language. Taking the first step is empowering – you can do it!
Lynn’s background includes global leadership positions in aviation, non-profit and business start-up ventures. She served as a volunteer emergency team responder during her years in aviation. Dealing with the aftermath of large scale emergencies and the impact to families, she gained a new appreciation for the many moving pieces of life. This inspiration, coupled with her professional experience has proven invaluable in guiding others.
Lynn’s work with The Living Planner honors and remembers the victims, families and survivors of NW255, NW1482 and UA 175.