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Home >> Estate Planning Articles >> How to Include Service Providers in your Estate Plan

How to Include Service Providers in your Estate Plan

July 18, 2014 by Robert Kulas.

Compliments of Our Law Firm,

Written By: The American Academy of Estate Planning Attorneys

When hiring an estate planning attorney, you expect this person to help you get all your ducks in a row. It is essential to work with a local attorney who will be able to set up a plan for you that is tailored to your particular concerns and needs. One specific area that requires attention when creating your plan is your service providers.

What is a “service provider”? This covers a wide range of individuals who provide services in your day-to-day life. Should you become incapacitated or are unable to communicate with them, it’s important to make sure your Trustee or other responsible party is able to do so on your behalf. When you have all your service providers listed in your estate plan, the task of contacting the appropriate parties becomes much more manageable.

Let’s take a look at the different types of service providers you might have:

Household Providers

People typically have several companies they work with when it comes to the maintenance and care of their home. In the event that you become incapacitated or are absent for any reason, it’s reassuring to know that your home can continue to function as you intended.

At the same time, there are tasks that may no longer be needed. Having a list of all your household providers in one location makes the task of contacting each party to cancel any unneeded services much easier.

Some of the most common types of household providers include:

  • Cable
  • Computer/internet support
  • Gas & electric
  • Gardening
  • Grocery/Water delivery
  • Housekeeping
  • HVAC maintenance
  • Pet sitting
  • Pest control
  • Pool maintenance
  • Vehicle maintenance
  • Telephone

Medical Service Providers

Have you included the contact information of your medical service providers in your estate plan? If not, you should do so because this information is valuable if you should ever require immediate medical attention and are unable to reach out on your own.

Below are some of the many medical service providers you may include on your list:

  • Chiropractor
  • Counselor
  • Dentist
  • Massage therapist
  • Ophthalmologist
  • Physical therapist
  • Primary care physician
  • Psychologist

Personal Service Providers

In addition to the above, there are personal service providers you might want to include, such as:

  • Childcare provider
  • Hairdresser
  • Home care provider
  • Transportation provider
  • Tutors

Other Information to Add

When compiling this list of providers, make sure to include all essential contact information such as phone, email, and physical address.

If you have a regular arrangement with these professionals, such as a housekeeper or a gardener, make note of this as well. If you have any service contracts or documentation that may need to be referenced in the future, it is also helpful to include them.

Having this list in your plan will allow your loved ones to have everything they need to take care of you and your estate.

Kulas & Crawford

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Everyone treated us extremely well.  Robert explained how a trust works and the benefits of having one.  We decided to move forward and complete the process.  He was very kind and knowledgeable.  Julie was also very helpful and very patient with our questions.  We felt very comfortable with this firm handling our affairs.  We would highly recommend this firm to our friends and family.

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"Everyone treated us extremely well.  Robert explained how a trust works and the benefits of having one.  We decided to move forward and complete the process.  He was very kind and knowledgeable.  Julie was also very helpful and very patient with our questions.  We felt very comfortable with this firm handling our affairs.  We would highly recommend this firm to our friends and family."

Janice M
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August 25, 2020
    

Robert Kulas and staff made making a will an easy to understand process. They were very knowledgeable and attentive to my wishes. All my documents were provided in an organized binder which will be a great asset to my family. I would definitely recommend them.

Krissy L.
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I have worked with Mr. Kulas & staff before. And they are very professional. I am very satisfied with Mr. Kulas and his staff and give them the highest satisfaction and 5 star rating.

Leo C.
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Mr. Kulas and his staff have been extremely helpful & knowledgeable for the over 3 years we have been associated. They are easy to talk to and explain everything without feeling rushed. Very competent and professional.

Mildred W.
Client Review
August 25, 2020
    

I have known Robert Kulas for 20 years since I was co-executor for friends who had Mr. Kulas prepare a Trust for them. When I felt I needed a trust also, I came to him. I have always been completed satisfied with his work and that of his charming, competent staff.

Joan C.
Client Review
August 25, 2020
    

We began our estate plan process in 2004 (12 years ago) and have been pleased with the periodic reviews we have gone through and when changes have been needed the firm has been thorough and professional in making those changes.

L.G.K.
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