Dale & Eke is taking the COVID-19 outbreak very seriously.  So, for the purpose of maintaining social distancing under CDC guidelines and to promote the health and safety of our clients, visitors and staff and reduce the spread of COVID-19, our physical office will be closed until further notice.

For the time being we are limiting all in-office meetings to those clients and potential clients who are not feeling ill or who have not shown signs of illness.  However, we are recommending that, unless you make other arrangements with your attorney, all client and potential client meetings occur via telephone or video conferencing.  If you have any paperwork for us that you need to drop off, please use the mail slot outside of the front door to our office.

We can still be reached at our office telephone number (317-844-7400). Your call will be answered by our office phone system and you may leave a voicemail in the general mailbox or with a specific attorney. All voicemails left in the general mailbox will be routed to the requested attorney or staff.

You may also email the firm through its website at  www.daleeke.com.

We will continue to monitor this evolving situation and adjust procedures as necessary.  Your health and safety, and the health and safety of our attorneys and staff, is our highest priority.  We thank you for your patience and understanding during these uncertain and unprecedented times.

Brand
A Professional Corporation of Attorneys at Law

Must have documents in your estate plan

On Behalf of | May 28, 2021 | Estate Planning

Estate planning is never something you want to think about. Unfortunately, it is something that you have to consider, particularly when you own property.

When you create your estate plan, there are a few documents that no estate plan is complete without.

Will or trust

Regardless of how many assets you have, a will or trust is an absolute necessity. Wills and trusts let you designate who you want to get your assets. You can do a general will, or you can assign everything to specific people.

Power of attorney

This allows someone to act on your behalf if you cannot do it yourself. Although it is an unpleasant thought, it is a reality for many people. If there is no power of attorney, the courts may decide to take over and distribute assets as they see fit. This might not be the way that you wanted.

Letter of intent

Letters of intent are relatively self-explanatory. It is a letter to your executor about what you want them to do with particular assets and how you want your burial to go. Although it might not be entirely binding, it can help the courts decide what you want. You can also use it to convey any special requests.

Beneficiary designations

Ultimately, your estate plan outlines who you want to give what. You can pass almost anything on to your heirs, but they may not distribute it the way you want if you do not state it. If you don’t name a beneficiary, the judge might just split it how they feel is equitable.

These documents are essential for any good estate plan. Make sure yours has them.