Client Education

Thank you for purchasing an Estate Plan from The Law Offices of David L. Carrier

Depending on what you have purchased, please watch the videos suggested here:

Essentials Plan: Start Here, Financial Power of Attorney, Healthcare Power of Attorney and Enhanced Will
Pantry Plan: Start Here, Financial Power of Attorney, Healthcare Power of Attorney and Will & Revocable Living Trust
Pantry & Root Cellar Plan: Start Here, Financial Power of Attorney, Healthcare Power of Attorney, Will & Revocable Living Trust and Protection Trust
Golden Goose: Start Here, Financial Power of Attorney, Healthcare Power of Attorney, Will & Revocable Living Trust, Protection Trust and Tax Advantaged Legacy Trust

Start Here

Watch this video first. Join attorney Claire Clary in an introduction to our client education video library.

Financial Power of Attorney

This video provides a review of a typical Financial Power of Attorney.

Healthcare Power of Attorney

This video provides a review of a typical Healthcare Power of Attorney.

Enhanced Will

This video provides a review of a typical Enhanced Will.

Revocable Living Trust

This video provides a review of a typical Revocable trust Living Trust.

Will & Revocable Living Trust

This video provides a review of a typical Will & Revocable Living Trust.

Protection Trust

This video provides a review of a typical Protection trust.

Tax Advantaged Legacy Trust

This video provides a review of a typical Tax Advantaged Legacy Trust.

Protection Trust Line of Credit

This video provides a review of Protection Trust Line of Credit.

Client Success Stories…

We were very happy with the information at the workshop on Estate Planning [LifePlan workshop]. Amanda was very helpful in explaining the options we could choose from to protect our assets from excessive taxes.

Sue Van Sluyters

All questions were answered in depth and in a manner that was very understandable. I left feeling confident that we can contact them at any time for help navigating the system.

Sally Brown

The staff are incredibly professional. My mother was treated with utmost respect. Her paperwork was organized and concise. I dealt with David and Jim and they spoke in terms my mother and I could understand.

Mike Visser

I was totally lost when my husband’s dementia got bad. David and his group helped me feel in control again. They are there to help me whenever I need them. I should have done this sooner.

Dorothy Kelley

Perfect balance of pleasant and professional. Starting with workshops with targeted info, to chit chat with David (and all the staff we met) – great experience. Thank you!

Linda & Gary Yakubowski

My husband and I just returned from your workshop in Portage…We are so pleased we attended and came away with so much information and insight. The workshop was well organized, well presented and your staff was wonderful. Patrick made things fun, and as he promised, the time flew by. Thanks you again for 2 very well spent hours.

Robyn Bolle

Donna & Stephanie are extremely professional, on top of everything, friendly and just a joy to work with. Very prompt on phone calls, emails, etc. I am very thankful for these two people!

Patti Smith

We have been extremely pleased with the professional service of David and the staff. It has been a pleasure working with everyone to make sure our future is secure. David was also very helpful finding an out of state attorney to help our parent’s address their Elder law needs.

Delores

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For immediate
assistance, call us 616-361-8400