Why do you need a will or a trust?

If you don't have a will or a trust, Indiana law will determine what happens to your property.  

For example, here is what Indiana law says for a married couple with no children:

If one spouse passes, the surviving spouse will receive part of the estate assets and the deceased spouse's parents will receive part of the estate assets.  That means the surviving spouse, depending on how the assets are titled, may have to give away some assets that they thought they owned.

It is even more complicated for a second marriage with children from first marriage.

Overview of Murtaugh Law Will and Trust Plans

  • The process starts with scheduling a 2 hour initial consultation

  • Then we send you a pre-meeting packet to complete and return at lease three days before the initial consultation

  • In the first hour of the initial consultation, you will learn about the difference between a will plan and a trust plan so you can make an informed decision

  • Then you choose your plan

  • In the second hour of the initial consultation your plan is designed

  • The second consultation is scheduled four weeks after the initial consultation

  • At the second consultation you will sign the documents

  • The third consultation is schedule four weeks later

  • At the third consultation, your plan documents will be delivered to you in a binder and your plan will be reviewed to make sure you leave feeling confident in the decisions you have made to protect your family.

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Reid’s Whiteboard

Reid created this diagram and uses it in the consultation to help clients choose between a will and a trust plan.

  • In the second hour of the initial consultation your plan is designed

  • The second consultation is scheduled four weeks after the initial consultation

  • At the second consultation you will sign the documents

  • The third consultation is schedule four weeks later

  • At the third consultation, your plan documents will be delivered to you in a binder and your plan will be reviewed to make sure you leave feeling confident in the decisions you have made to protect your family.