Overcome the sadness of Estate Planning

Overcome the “Sadness” of Estate Planning with “Peace of Mind”

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Does thinking about “estate planning” sadden you?  If so, you are not alone.  Each year, countless individuals delay and procrastinate necessary planning.  This planning may save money, tax payments and worrying.  We want to help you overcome the sadness of estate planning.

In reality, most people understand why they should estate plan (write Wills and Trusts).  People know the peace of mind that comes with having a plan in place.  People get that they should “clean up their own messes” and not leave important matters to their loved ones and families.  But, the fear of the unknown, the annoyance in gathering paperwork, the stress in finding an attorney, and the necessity of contemplating ones death.  Well, all of these gather and build up a strong deterrence to action. 

Being an Estate Planning attorney, one can become desensitized.  We routinely talk about death, funeral planning, burial directions, and plan for every ridiculous contingency that we can think up.  

I usually ask:

“What happens if the entire family is gone….should we consider charities?”

The seems so “soulless” but we have to ask or we aren’t doing our jobs.  Planning for contingencies is what we do best. 

I’ve had a few clients tell me the obvious. “Well, Lori, really, I just don’t want to die.” 

“I know,” I respond, “I don’t either.” 

And a few minutes later, after a laugh and a shrug of the shoulders, we set forth with our planning. Sometimes, people just need to be heard.  I also need my clients to know that I get it.  The beautiful thing though is that once they get through the sad part, “peace of mind” happily waits on the other side. 

My eyes do well up often though.  Imagine sitting across from a mom, dabbing her eyes, searching for a suitable person to ask to raise her child.  It can be heart-wrenching, especially when the perfect solution doesn’t present itself.  As a mother myself, I know there is no easy answer.  At times, it feels impossible and I’m thankful I am there to help people make these decisions and consider options. 

My job is awesome.  It is not dealing with doom and death.  I have inspiration handed to me every single day. My job, quite simply, is LOVE.  How else can you describe people that carefully plan for their families? People that handle their own important matters before passing are giving their loved ones a great gift of relief and clarity.  It is a beautiful thing.  I’m happy to be a part of it.  If you are ready for “peace of mind” let’s get started.

Lori Vella is an Estate Planning and Business Attorney. She works virtually throughout Florida and New York, but has her home office in Tampa, Florida. She is mom to a little boy which ignited the passion for helping other families. She and her son enjoy car rides, playgrounds and taking mini-adventures. They also have an organic garden that surprisingly yields vegetables. Lori considers herself well-versed in Seinfeld and welcomes any trivia!

Disclaimer: The Law Office of Lori Vella’s website contains general information directed to Florida residents. This firm does not intend to give legal advice through its pages and/or blog. If you need legal advice, we encourage you to find an attorney licensed in your state. This language on this website does not create an attorney-client relationship between you and this firm.

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