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Focus Stories

The Principal Law Firm 2017

by Samantha Taylor

Featured Photo from The Principal Law Firm 2017

When I was a little girl, I loved to play house. I used to imagine how I’d one day be married with children, with a grown-up job, and my very own car. I never really considered that I’d have to pay bills or buy insurance, too. When adulthood came, so did all those adult things, but there was one very important piece of grown-up business that I continued to put off for far too long: my estate planning, will, and plans for my spouse and children in case of a tragedy. While these items weren’t legally required, they were possibly the most important decisions I could make.

I was really nervous about the entire estate-planning process. Was it too late to get started? How much would this all cost?How would we make really difficult decisions? The moment my husband and I met with attorney Shivon Patel of The Principal Law Firm, though, all of my fears began to vanish. We started at the beginning – with a free consultation. We talked about our assets, our children, and what to expect during the entire estate-planning process. Shivon answered my dozens of questions with plenty of patience. The reasonable fees for the documents we needed were clearly explained to us. I felt like Shivon was the right person to handle this important business for my family. She’s a mother, herself, so she understood our desire to have everything lined up to take care of our children in a worst-case scenario.

Shivon sent us home from our initial chat with a straightforward questionnaire. My husband and I had to make some important decisions. Who would care for our children if we both should pass away? Who would have power of attorney over them? We had some deep discussions, filled out the questionnaire, and returned it to Shivon’s office. A few days later, she sat down with us and presented the documents she had prepared based on the answers we had provided.

After some final tweaks, our will, trust, and power of attorney forms were good to go. The whole process was much more simple – and less expensive – than many of the other grown-up chores we’ve had to endure. 

My husband and I now have peace of mind that our children will be cared for should tragedy strike. Shivon didn’t just provide us an important legal service. She helped us rest easy at night.

To learn more, visit www.principallaw.net.

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