The Eckert Byrne LLC Sapling Plan
Who Is The Sapling Plan For?
Ideal Sapling Plan clients:
- Are students or young professionals who are over the age of 18, typically unmarried, and do not have children
- Want to grant parents and/or loved ones access to their healthcare and financial information in the event of an emergency
- Want to inform loved ones of their wishes regarding medical treatment in the event of incapacitation/disability
- Want to protect and preserve their online presence
- Have no assets but want to be conscientious and responsible when it comes to health and financial decision-making
How Does The Sapling Plan Help You?
Sapling Plan clients benefit by:
- Having peace of mind that their wishes regarding medical treatment are conveyed
- Having peace of mind that their financial affairs are taken care of by appointed/trusted individuals
- Ensuring loved ones have access to the appropriate healthcare and financial resources during disability or incapacity
- Ensuring loved ones have access to online accounts (including email, blogs or other social media) in the event of disability or incapacity
What Does The Sapling Plan Include?
The Sapling Plan includes:
- Living Will
- HIPAA Authorizations
- Health Care Proxy
- Power of Attorney
- Letter of Instructions to my Health Care Agents
How The Sapling Process Works
The first step in the Sapling Plan process will be an initial client intake meeting. The initial intake can occur remotely by phone or in person in our office. A team member will walk you through the documents included in the Sapling Plan and discuss the implications of your decisions. You’ll want to have your signed engagement letter and payment submitted prior to the initial intake. You’ll also want to bring or send your filled out PIF.
After the initial intake you will have a chance to review your initial flowchart. You will need to provide approval on the flowchart as well as the decisions made on any outstanding decisions. Once the flowchart is approved, the plan can be drafted.
The final step will be a delivery meeting. You will review your documents with an attorney, making special note of those provisions specific to your plan. You will then sign the documents in the presence of two witnesses and a notary public. Clients are encouraged to continue an ongoing relationship via the firm’s Legal Checkup or Life & Legacy Review programs.