Setting Up Our Kids Protection Plan

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Recently, my husband and I finally had our meeting with Darlynn Morgan, of Morgan Law Group, our focus: setting up our Kids Protection Plan.

I can’t wait to have a catch-all plan in place for the not so pleasant to think about “God forbid what if something happened to us” scenario.

I say finally because it is something we’ve had on our to-do list for a very long time. And actually, we had initially scheduled the meeting for January, but had to reschedule with Darlynn, because just days before my Mom tripped and broke her knee cap, and her emergency surgery was scheduled for that day.  My poor Momma.

Just a reminder that sometimes we get thrown curveballs we can’t plan for…

I know Darlynn, and what a nice woman she is, but I must admit, walking from my car to her office, the importance of what we were meeting to do had left me slightly anxious.Upon entering Darlynn’s office, I was greeted by her super friendly staff and the serene decor was instantly comforting.

To start the meeting Darlynn briefly shared her heart-wrenching story of having lost her husband at a young age. It was her experience working with a traditional law firm that was hard to get on the phone during an extremely difficult time that lead her to pursue Family Estate Planning Law.

She knew she could do a better job taking care of families, and built her firm based upon this premise.

Next, Darlynn walked us through how they like to do things differently, and quickly outlined their Kids Protection Plan.

Their plan makes sure that children are covered by naming short term guardians (who live within 20 mins of your home, who your children are very comfortable with) and long term guardians (taking care to name the specific individual in case of a future divorce).

The plan includes specific instructions for the babysitter if she were to get the horrible call that something had happened to you.  It also includes forms to give to your chosen short term guardians so they could step in and show the police, ensuring there is no confusion and your children wouldn’t end up in Child Protective Services.

Next Darlynn bridged the topic my husband had been waiting for: the fees. Being completely honest, before we left for the meeting, my husband said: “Susanne, I know you know Darlynn, but if it’s too expensive we’ll have to say no.”

What we really liked is she offers her services on a flat rate.  She doesn’t want her families to feel discouraged from calling her with a question by high hourly fees.

After going over everything with us, she offered us time to discuss our decision alone, and if we wanted to get started we could get our plan in motion today.

We were ready.

Darlynn’s calm and sweet nature with these difficult decisions put us at ease.  The plan is so organized she swiftly moved through the important topics and we answered what we could right there.

There were a few questions we needed more time with, which we took home as homework.

Before leaving we set up a signing date for early April.

What I really have loved about this whole experience is I honestly feel like I have someone in my corner.  And my husband really loves knowing that if something happened to him, I would have someone I trust and feel comfortable with to be there to help me work through that difficult time.

You can meet Darlynn and learn more at these three upcoming free workshops for parents. Please RSVP here; space is limited.

Kids Protection Planning Workshop, Legal Planning for Busy Parents

“9 Easy Steps To Make Sure Your Kids Are Protected No Matter What!”

April 13 at 2:00pm

Granola Babies

3315 Hyland Ave, Costa Mesa

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April 20 at 1:00pm

My Gym

2040 Quail St, Newport Beach

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April 25 at 6:00pm

Xpecting Boutique

369 E.17th Street #20, Costa Mesa

www.kidsprotectionworkshop.com

[Disclosure: Morgan Law Group is a Tiny Oranges Sponsor]

3 Comments

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3
  1. 1
    Pam Devaney says:

    Great post! I need to set up an appointment with her to!

  2. 2
    Susanne says:

    Pam- Darlynn and her team have been such a pleasure to work with. I highly recommend MLG!

  3. 3
    Dara says:

    I can’t say enough good things about the Morgan Law Group and their staff! We met with Brooke Miller and have our signing ceremony in April too. I really thought my husband would flip once we got to the fee part of the discussion but he didn’t even bat an eye because he realized how important it was to everything in place. It’s easy to live in the world of “that would never happen to me” and keep putting off any type of estate planning. Unfortunately, this year we lost both my brother-in-law and his wife only 6 days apart-both to cancer. We had to scramble last minute to have paperwork signed to make sure their kids would be protected and financially secure…that caused stress and a ridiculous amount of money. I feel like a weight has been lifted off of my family now that I know we have everything in order! And truly, the Morgan Law Group is amazing!

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