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A little over twenty years ago, my wife and I purchased a couch. It was our first major furniture purchase together and we paid something like $400 for the couch, which was HUGE money for a young couple like we were. My wife was working while I was in law school, but it was still a big purchase. The couch was delivered to our apartment and we … [Read more...]
The Most Miles I’ve Traveled In a Single Day as a Mobile Estate Planner
I drive a lot. I drive to meet clients at their home, or at an office near them in the Denver Metro and beyond, and I put about 30,000 miles per year on my car. I don’t mind doing this at all, as I enjoy working with clients and I want to make things convenient for them, but there is a lot of revving involved as a mobile estate planning … [Read more...]
What does it mean to be a Mobile Attorney and Why Do I Do It?
I have written before about what is mobile estate planning, but I still get questions on this topic. Questions like: Why would you want to do mobile estate planning? Where do you go and what do you do? How did you get started? Why don’t more people do mobile visits like you? I can answer some of these questions, but other answers elude me, … [Read more...]
Moving My Office – A New Kind of Mobile Estate Planning Adventure
I moved my office three weeks ago. I didn’t move far, just 20 - 25 feet down the hall to a different, bigger, office, but the move still was significant. One of the huge perks of the new office? I have windows! I can now see out into the world and know what is happening out there. There have been times in the past where I was working for … [Read more...]
Adventures in Estate Planning : Getting a New Phone
A couple of weeks ago my wife’s phone battery stopped holding a charge. She would charge the phone overnight, and start using it the next day, but within an hour, the phone was down to 30% of its battery life. Given the nature of modern society, and how it can be difficult to function without a working cell phone, this seemed like a situation … [Read more...]
Adventures in Estate Planning: Christmas Lights
I have always loved outdoor Christmas lights. I love seeing them up, and I enjoy the differences in outdoor Christmas light displays. My family and I used to drive around and look at outdoor Christmas lights around the neighborhood during December. My family continues this tradition, only my wife and children go with me now. Growing up, we … [Read more...]
Adventures in Estate Planning: The Same Day
It takes time to do estate planning properly. This seems like it would be obvious, but sometimes I need to remind people of this fact. I do my best to accommodate requests from clients, even if they are last minute requests. However, same day and last minute requests only work if I have time in my schedule, and also require moving quickly to … [Read more...]
Adventures in Estate Planning: The Last Minute
Many of the people I meet tell me that they liked how I come to see them, and that was a deciding factor in choosing me to prepare their estate plan. I am happy to hear my approach to serving clients is working. That said, traveling to see people isn’t without its own problems. In my travels, I sometimes meet people who are unable to get out, so … [Read more...]
Adventures in Mobile Estate Planning – How To Prevent Tire (and Estate Planning) Blowouts!
A couple of weeks ago, I noticed that the tires on my car were wearing down. I knew I needed to get the tires checked, and I set a day and time that I could go to the tire shop to get them done. As I drove to the tire shop, I noticed the car was not driving correctly. First, the care just seemed to have trouble staying straight, then it began to … [Read more...]
