Rocket lawyer Make a Will Month
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Rocket lawyer Make a Will Month

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Rocket lawyer Make a Will Month Rocket lawyer Make a Will Month Presentation Transcript

  • National Make a Will Month
    Rocket Lawyer™ survey reveals a majority of Americans do not have a Will. During Make a Will Month everyone can make a free legal Will with Rocket Lawyer.
  • Briefly
    “Nothing is certain in life but death and taxes.” – Benjamin Franklin
     
    In April, while more than 142 million tax returns are expected to be filed in the United States, Americans are woefully unprepared for that other inevitability, estate planning and creating a Will.
  • Do you have a Will?
    57%
    of adults revealed that
    they do not have a Will
    92%
    of adults under 35
    do not have a Will
    44%
    of baby boomers (45-64)
    do not have a Will
  • Promotion – April is Make a Will Month
    Make a Legal Will for Free!
  • About Rocket Lawyer
    Has helped 15 million consumers and small businesses with their legal needs
    20,000 Wills created a month on the site
    Can be securely stored, shared, e-signed, and made available for legal review by a network of attorneys on Rocket Lawyer
  • Empowering the customer
    “Everyone, regardless of age or wealth, needs a Will to spare loved ones from potentially expensive and stressful disputes and court procedures about your assets, funeral arrangements, and more. Without a Will, the Court makes the final decision about who takes care of your children. We make it easy and affordable to plan ahead and protect your loved ones. We hope that Make a Will Month encourages Americans to be proactive about their estate planning needs.”
    Charley Moore
    Founder and Chairman
    Rocket Lawyer
  • Reasons for Not Creating a Will
    39%
    of men feel they do not need a Will
    26%
    of women blame the cost
    Regardless of the reason, Americans with children, property and assets need a basic Will in place
  • Recent Survey – Estate Planning
    People who DO NOT
    have a Will
    People who DO have a Will
    53%
    37%
    61%
    46%
    People over 65 who DO NOT have a Will
    22%
  • Recent Survey – Estate Planning
    32%
    Would rather do their taxes, get a root canal,or give up sex for a month than do their Will
    35%
    43%
    Men leave money to spouse
    Women leave equal amountsto all
  • Protecting Assets – 3 Key Tips
    1
    Update Your Will With Every Major Life EventIt is important to review and update a Will regularly. Change in marital status, buying a home, children, divorce, death of beneficiaries and new tax laws are all reasons to update an existing Will. Keeping your Will up-to-date ensures that your wishes will be carried out in the event of death, and can keep your beneficiaries from having to engage in costly, emotionally draining and unnecessary court proceedings.
  • Protecting Assets – 3 Key Tips
    2
    Designate Beneficiaries and an Executor
    Beneficiaries are the people or organizations who receive property and the executor is the person designated to make sure a person’s wishes are carried out during the distribution of property. Your executor should be someone you trust to carry out and follow your wishes. Because your executor will have to deal with the legal and financial obligations of estate administration, it is a good idea to choose someone who has a head for finance, and can handle the responsibility.
  • Protecting Assets – 3 Key Tips
    3
    Share Your Will With Loved OnesIt is important to inform loved ones that they are included in your Will so they are not caught off guard upon your death. It is also important to let them know where your estate planning documents are stored so they can access, view and carry out your plan in a timely manner. By storing your Will safely and securely in the cloud, key family members have peace of mind to know exactly where to turn, saving time, money and hassle and most importantly prevent family conflicts.
  • About the Survey
    This survey was conducted by Harris Interactive by telephone within the United States on behalf of Rocket Lawyer between March 9 – 13, 2011 among a nationwide cross section of 1,001 adults (aged 18 and over), of whom 412 have a Will and 572 do not have a Will. For a full methodology, please contact rocketlawyer@bordersgratehouse.com.
  • About Harris Interactive
    • Harris Interactive is one of the world's leading custom market research firms, leveraging research, technology, and business acumen to transform relevant insight into actionable foresight
    • Known widely for The Harris Poll and for pioneering innovative research methodologies, Harris offers expertise in a wide range of industries including healthcare, technology, public affairs, energy, telecommunications, financial services, insurance, media, retail, restaurant, and consumer package goods
    • Serving clients in over 215 countries and territories through our North American, European, and Asian offices and a network of independent market research firms, Harris specializes in delivering research solutions that help us—and our clients—stay ahead of what's next
    • For more information, please visit www.harrisinteractive.com
  • About Rocket Lawyer
    • Rocket Lawyer™ (www.RocketLawyer.com) is the only complete legal service on the Internet, providing over a million businesses and individuals a simple, easy, and affordable way to manage their legal needs
    • Rocket Lawyer allows members to personalize certified legal documents through a simple interview process
    • These documents can then be securely stored, shared, e-signed, and even reviewed by thousands of attorneys in the Rocket Lawyer network
    • For more information on Rocket Lawyer, visit www.RocketLawyer.com and follow us onFacebook andTwitter
  • Contact Information
    Sasha VolkovPR and Marketing Managersvolkov ( at ) rocketlawyer.com(415) 787-4843
    Perrin Dentfor Rocket Lawyer PRperrin ( at ) bordersgratehouse.com(415) 963-4174 ext. 11