FDX: Hyatt legal plan will lawyer
07-13-2015, 11:53 AM
#11
Line Holder
Joined APC: Apr 2009
Position: Missionary
Posts: 34
I found this old thread, but since it's over 2 years old and a lot of PMs were apparently exchanged I'm asking for fresh input.
Like the original poster, I'm looking for a local MEM area attorney that takes the Hyatt Legal plan and can help me with a new will and setting up a trust. If you've used someone under the plan recently and had a positive experience I'd love to have the name. Thanks!
BB
Like the original poster, I'm looking for a local MEM area attorney that takes the Hyatt Legal plan and can help me with a new will and setting up a trust. If you've used someone under the plan recently and had a positive experience I'd love to have the name. Thanks!
BB
07-16-2015, 08:11 AM
#12
Line Holder
Joined APC: Apr 2009
Position: Missionary
Posts: 34
Originally Posted by BadgerBoy
I found this old thread, but since it's over 2 years old and a lot of PMs were apparently exchanged I'm asking for fresh input.
Like the original poster, I'm looking for a local MEM area attorney that takes the Hyatt Legal plan and can help me with a new will and setting up a trust. If you've used someone under the plan recently and had a positive experience I'd love to have the name. Thanks!
BB
Like the original poster, I'm looking for a local MEM area attorney that takes the Hyatt Legal plan and can help me with a new will and setting up a trust. If you've used someone under the plan recently and had a positive experience I'd love to have the name. Thanks!
BB
07-16-2015, 08:19 AM
#13
Gets Weekends Off
Joined APC: Sep 2007
Position: 777 Captain in Training
Posts: 1,457
Originally Posted by BadgerBoy
Anyone? Bueller, Bueller......
07-16-2015, 08:32 AM
#14
Gets Weekends Off
Joined APC: Apr 2006
Position: MD-11 Captain
Posts: 4,304
I've used our Hyatt Legal benefits several times ...
In case some of you are not familiar with the services offered you can access the benefits online or via the phone. You can search for attorneys by location and by specialty.
It's been reasonably painless to use their services. I've been happy with their results. It appears that Hyatt pays them enough that they want our business.
One of my "issues" goes to court next week. The auto repair mechanic didn't think I'd actually take him to court. He was wrong! In my state the "Soldiers and Sailors Relief Act" allows Veterans to sue for 3 times the amount of their damages!*?
Simple enough that even a pilot can do it! It's not as hard as you folks seem to be making it. It's a worthwhile benefit, I'm glad that I pay for the service.
In case some of you are not familiar with the services offered you can access the benefits online or via the phone. You can search for attorneys by location and by specialty.
It's been reasonably painless to use their services. I've been happy with their results. It appears that Hyatt pays them enough that they want our business.
One of my "issues" goes to court next week. The auto repair mechanic didn't think I'd actually take him to court. He was wrong! In my state the "Soldiers and Sailors Relief Act" allows Veterans to sue for 3 times the amount of their damages!*?
Simple enough that even a pilot can do it! It's not as hard as you folks seem to be making it. It's a worthwhile benefit, I'm glad that I pay for the service.
07-16-2015, 01:40 PM
#15
Gets Weekends Off
Joined APC: Jul 2007
Position: 767 Captain
Posts: 3,988
Originally Posted by BadgerBoy
I found this old thread, but since it's over 2 years old and a lot of PMs were apparently exchanged I'm asking for fresh input.
Like the original poster, I'm looking for a local MEM area attorney that takes the Hyatt Legal plan and can help me with a new will and setting up a trust. If you've used someone under the plan recently and had a positive experience I'd love to have the name. Thanks!
BB
Like the original poster, I'm looking for a local MEM area attorney that takes the Hyatt Legal plan and can help me with a new will and setting up a trust. If you've used someone under the plan recently and had a positive experience I'd love to have the name. Thanks!
BB
If you’re married, you’ll want a trust for both you and your spouse. If you’re carrying a significant amount of life insurance (over that we get through Fedex), you’ll definitely want to consider getting an irrevocable life insurance trust (ILIT) in addition to your living trusts.
When shopping for an estate planning attorney, it's important to know if their fee will included completely funding the trust. If they will not be involved with the funding process or you obtain the trust online (legal zoom, etc.), you have a fairly significant amount of work to do after you have the document. As a minimum, your attorney should provide you with a “to-do” list to ensure every aspect of the funding is completed. This is because a properly prepared living trust legal document by itself is only part of the process. All the estate assets that you are trying to protect via the trust must be titled in the name of the trust in order to properly fund it. My attorney had a full time employee whose only job was the funding.
Some examples include making changes to:
· Deeds on real estate
· Ownership of basic investment, brokerage accounts and any other high value assets
· Designating the trusts as secondary beneficiaries on IRA and the Fedex Vanguard B-fund accounts
· Adding the appropriate trust as an additional insured entity on your homeowner’s insurance policy.
There’s way more here than I’m qualified to discuss, so I’ll leave it at that. I just wanted to offer a heads up to anyone just starting this. I'm not an expert, but I hired one and that certainly wasn't the cheapest method. However, I am very confident that my trusts will be the effective estate planning tools needed when the time comes.
Last edited by Adlerdriver; 07-16-2015 at 02:15 PM.
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