~We don’t like to think about death.

~We can be uncomfortable with legal terminology

~No hard/fast “deadline”

~It’s not a lot of fun!

~The average person is not real fond of lawyers.

~There is the perception that of massive amounts of paperwork can be involved.

~You won’t live to see the benefits of planning.

~It might arouse feelings of negativity.

~It is often perceived as a daunting task.

~We like our “Live for the Moment” mentality.

~Procrastination derived from guilt for not having done an estate plan earlier in our lives.

~Recently, COVID or some pandemic concern

~End of my life perceived as imminent

~ Leave a legacy

~Peace of mind

~Due Diligence (Ask a lot of questions)

~Are you comfortable with the representative?

~ Do they listen?

~ Do they seem knowledgeable?

~ Do they reference the Trust and Probate laws in New Mexico?

~How long have you been in business or served in a fiduciary capacity?

~How would you handle my estate if I was incapacitated?

~How would you handle my estate if, I have passed away?

~ Who regulates your company?

~Who serves on our Board of Directors?

~What kind of fiduciary insurance do you carry?