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Important Form Promised From Last Friday's Meeting

From: Chad B.
Sent on: Thursday, February 18, 2010 6:35 PM


Hello all,

Natalie Segall, Esq. was our sponsor at last Friday's meeting. Many people had questions for her about what a Health Care Directive was and she emphasized how important it is to set this up. She promised she would get it to you via e-mail. Read on to find out more about this important topic.

Natalie Segall was so thorough that she also sent a check list for estate planning, instructions about the Health Care Directive, and the actual form. It is this kind of connection to powerful information that we want you to know you will have access to by attending the monthly UVREIA networking meetings. Make sure to add this powerful contact to your roladex.


    Dear Utah Valley REIA,

    Thank you for the opportunity to talk with you today and to present some basic information regarding estate planning. As promised, I am sending you the statutory form for the Utah Advanced Health Care Directive along with instructions on how to fill out the form. Please read the instructions carefully before completing the form. Remember, you must sign this form in the presence of one witness and a notary public. Once signed, you should provide a copy to your health care provider (usually your primary care physician) and copies to those people you name as agents.

    I have also included a checklist on the basics of estate planning. I would be happy to answer any questions you may have about your current estate plan or about the possibility of creating a customized plan for you and your family.

    Again, it was such a pleasure to meet with all of those at the meeting and I look forward to working with you in the future should you need our services. Happy investing!

    Instructions for Utah Health Care Directive.pdf (60KB)
    Utah Advanced Health Care Directive.pdf (31KB)
    Estate Planning Checklist.pdf (52KB)


    Sincerely yours,
    Natalie C. Segall, Esq.*
    SEGALL & BANKO
    A Professional Limited Liability Company
    P.O. Box 1768
    Park City, Utah 84060
    Tel: (435)[masked]
    Fax: (435)[masked]
    Email: [address removed]

    Colorado address:
    SEGALL & BANKO
    A Professional Limited Liability Company
    c/o Cameron M. Banko. Esq.**
    P.O. Box 6657
    Avon, Colorado 81620
    Tel: (303)[masked]
    Tel: (720)[masked]


Regards,

Chad Bennett, President
Jolene Aubel, Vice-President
Samantha Simon, Chief Creative Officer

http://www.UVREIA.com
[address removed]
Office (801)[masked]
Fax (800)[masked]
51 W. Center Street
Orem, UT 84059


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