Thomas Walters Estate Planning August 2019

www.thomas-walters.com 817-258-5908

August 2019

Taking the Steps to Simplify Your Life How Our Team Makes It Easy for You

National Simplify Your Life Week starts this month on Aug. 1, and it offers a great opportunity to talk about prioritizing what’s important to you, though you shouldn’t only focus on it during this week. Taking the steps to make sure your life is as stress-free as possible greatly benefits you and your loved ones. National Simplify Your Life Week doesn’t only mean taking the time to tidy the house or organize your important documents; it also alludes to creating balance in all aspects of life. personality and want to ensure everything is taken care of, but, as Thomas-Walters has grown over the years, I’ve learned to delegate and trust people. By doing that, I can focus on the work I do in the office and allow my team to work without micromanagement. The key to this arrangement is finding great people to work at the firm. Having a solid support staff gives me peace of mind, as I absolutely know they’ll take care of things if I have to step away. I don’t have to worry about things going awry because I’m not there. We have a great balance that gives our team the flexibility to step in if someone needs to be out of the office. Simplifying plays a major role in my professional life. I typically have an OCD

With this system in place, we can give our clients our full attention and make the estate planning process as simple as possible. We streamline the information we receive, which allows us to have their entire estate plan in place within two weeks. We set up everything seamlessly without involving judges, other lawyers, or court visits. Our clients can rely on the plan we create for the rest of their lives, even if adjustments have to be made along the way.

My team and I also understand that no one enjoys thinking about or planning what will happen to their assets once they’ve passed on, and it’s our goal is to make that process completely stress-free. We provide a thorough explanation of what our clients can expect to face when setting up an estate plan and ensure they are as comfortable as can be when talking about it. One way we do this is by providing a little bit of levity. Setting up an estate plan doesn’t have to be all doom and gloom, and we do our best to make sure it isn’t. It can be significantly beneficial this month to take a look at what’s in your life and decide how to make things as easy as possible for yourself. Enjoy your August and have a happy National Simplify Your Life Week!

Thomas-Walters Estate Planning is also happy to announce the opening of our fourth office in North Texas! We’re delighted to offer our services to Southlake. If you live in the Southlake community and are looking to set up your estate plan or you know someone who is, our team will be more than happy to help with the estate planning process!

-Les lie Thomas

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