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Prudent Planning for Peace of Mind

Prudent planning is comprehensive, and priceless. Your Life, Estate, and Legacy Planning should focus not just on the distribution of your assets when you die. It should also focus on unexpected life change, and if you wish, it should chronicle your legacy for loved ones and future generations. Perhaps most important, it should give you peace of mind.

At Roser Law we believe everyone should take charge of their present and their future, regardless of age or wealth. We employ an unparalleled three-part process of counseling, education, and planning designed to produce peace of mind in the present and to seamlessly distribute your wealth and wisdom in the future.

Introducing The New Roser Law LLC
Trustee Manual

Will Your Loved Ones Know What to Do When You Are Gone? 

If you've named your children, relatives or friends to be in charge as "Successor Trustee" of your Living Trust when you pass away (or become disabled), they probably will have no idea what to do!  After all, they've probably never served as a Trustee before!  Unfortunately . . .

What They Don't Know Could Cost Your Family Thousands of Dollars!

Worse yet, if your Successor Trustee fails to handle certain tasks promptly and correctly, he or she may be personally liable out of his or her own funds for damages to your beneficiaries!

For example, do your Successor Trustee(s) know how to: 

• Determine the duties owed to your beneficiaries?
• Properly carry out those duties?
• Work together with your beneficiaries to avoid conflict?
• Resolve any disputes that do happen?
• Prove their authority to act?
• Access your funds immediately?
• Deal with your creditors and overdue bills?
• Avoid an IRS audit?
• Determine the value of your assets?
• Distribute the right assets at the right times?
• Defend against contests?
• Avoid liability for self-dealing or conflicts of interest?
• Get paid compensation and get reimbursed for expenses?
• Set up proper accounting procedures?
• Avoid the numerous pitfalls for the unwary that could expose them to personal liability? 

We've got the answer . . .  The New Roser Law LLC "Successor Trustee Manual"

This one-of-a-kind Manual contains over 150 pages chock-full of plain English checklists and step-by-step procedures that not only will greatly assist your Trustee -- but will help minimize potential legal fees, aggravation and anxiety.  To see the table of contents, click here.

We will be marketing this Manual to the public at a price of $299.00, but for a limited time, you can obtain it for just $199!  Consider this . . . if the Manual saves your Trustee just one hour of attorney time, it will easily pay for itself!

Keep in mind that, if you're married, this Manual may be of great value to the surviving spouse, when he or she must act alone as Trustee (before your other Successor Trustee takes over)!  Plus, if you have more than one Successor Trustee -- for example, your three children are to all act together -- you'll want to get a Manual for each of them.  We've made it easy by pricing any additional Manual after the first one at only $99.

 This Trustee Manual is a must-have companion to your Family Trust Plan,
so take advantage of the  limited time $100 discount by ordering it right away!

You must order by July 1, 2012, to take advantage of the $100 discount.  For the Order Form, click here.


Roser Law LLC provides Estate Planning services in Sarasota, Bradenton, University Park, Lakewood Ranch, Siesta Key, Venice, Osprey, Gulf Gate, Longboat Key and Cortez. Roser Law provides clients with the education, counseling, advice and documents they need for their prudent estate plan. The documents may include: Will, Revocable Living Trust, Durable Financial Power of Attorney, Health Care Power of Attorney, Childcare Power of Attorney, Surrogate Nomination, Health Care Information Authorization, HIPAA Authorization, Living Will, Irrevocable Trust, Heritage Trust, Family Bank Trust, Irrevocable Life Insurance Trust or Wealth Replacement Trust, IRA Legacy Trust, Pre-Need Guardian Declaration, Personal Letter of Instructions for a Minor or Special Needs Person, Special Needs Trust, Pet Trust, Anatomical Gift Declaration, Memorial Instructions and Affidavits.

Call Roser Law to begin the planning process,
for your peace of mind.

941.400.8293
Deborah E. Roser, Esquire
info@roserlawllc.com