LegacyGuard Client Portal

WELCOME

Welcome to the Huizenga Law Firm online portal! Here you will find all relevant general documents, as well as your private documents. On occasion, we may ask you to upload documents to your private folder. Please do so below where it says ‘Your Documents.’

Also, below you will find more resources for you to review, including videos, relevant blog posts and other links.

ESTATE PLANNING

Your Mutual Interview

Estate planning at Huizenga Law means helping you control your assets while you’re alive and able. It means taking care of you and your loved ones when you become disabled. And it means giving what you have to the people you care about on the schedule you choose.

We’re honored that you trust us to take care of you and your family, and we hope to strengthen that trust through every step of our LegacyGuardSM process.

We’re mailing you a couple of forms to complete, but if you prefer to fill them out on your computer, you can access the Confidential Financial Statement (CFS), Intake Form, and Concerns Assessment in the Start Here folder below.

Finally, check out this short video about what you can expect from our first meeting: the Mutual Interview!

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Mutual Interview

MEDICAID PLANNING

Your Mutual Interview

 

Nursing homes are expensive! At $7200 per month – or more – paying for care for a loved one can quickly consume your home and life savings. But, contrary to what you may be thinking, you don’t have to go broke in a nursing home. 

At Huizenga Law, our goal is to take away your financial stress so you can focus on your loved one during this challenging time of life. We’re honored that you trust us to take care of you and your family, and we hope to strengthen that trust through every step of our LegacyGuardSM process.

We’re mailing you a couple of forms to complete, but if you prefer to fill them out on your computer, you can access the Confidential Financial Statement (CFS), Intake Form, and Concerns Assessment in the Start Here folder below.

Finally, check out this short video about what you can expect from our first meeting: the Mutual Interview!

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Mutual Interview

ESTATE PLANNING

Your Design Meeting

Welcome back to your client portal! Now that you signed the Letter of Representation, you’ve entered Part 2 of our LegacyGuardSM Process: Design.

Between now and when you return to the office for your Design Meeting, our team will be hard at work getting things ready for you. In fact, we’re already building your CASL and setting up your Pre-Alignment Asset Report.

There’s a couple simple things we’d like you to work on as well, including making some decisions about who should have roles to play in your estate plan. Once you’ve made your selections, you can fill out the Role Casting form in the Pre-Design folder below.

Check out this video to learn more about your homework and to see what you can expect from our upcoming Design Meeting.

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Design Meeting

MEDICAID PLANNING

Your Design Meeting

Welcome back to the client portal. Now that you signed the Letter of Representation, you’ve entered Part 2 of our LegacyGuardSM Process: Design.

Between now and our Design Meeting, our team will be hard at work getting things ready for you. In fact, we’re already building your CASL and analyzing the assets to determine the best possible strategy to protect them.

There’s a couple simple things we’d like you to work on as well, including making some decisions about who should have roles to play in your estate plan. Once you’ve made your selections, you can fill out the Role Casting form in the Pre-Design folder below.

Check out this video to learn more about your homework and to see what you can expect from our upcoming Design Meeting.

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Design Meeting

ESTATE PLANNING

Your Sign and Align Meeting

If you’re not feeling a sense of accomplishment following our Design Meeting, you should be. You’ve designed a plan that will keep you in control until you decide otherwise. You’ve made decisions about who will manage your affairs when you’re no longer able to do so. You’ve defined when your assets should be distributed and who should receive those distributions. Well done!

As soon as we wrapped up the Design Meeting, we started putting your decisions into their final form. If you haven’t been already, soon you’ll be alerted by mail and email to review a draft of your Name and Fiduciary Summary. When it’s ready, you can find that draft under Your Documents below or just wait for us to mail you a hard copy.

This video will give you an idea of the agenda for the Sign and Align Meeting. We’ll see you soon!

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Sign and Align Meeting

Ready to Schedule a Family Care Meeting?

We offer two convenient options, depending on your needs. Simply choose a time and date for an in-person meeting or a video conference using the buttons below. 

Your Confidential Client Files