Staff Spotlight - Q & A Abby Pagnozzi, Estate Planning Paralegal

Meet Abby Pagnozzi – our go-to person for all things estate planning! Abby joined our team back in 2013. She has worn many different hats at our firm, but has been our dedicated estate planning paralegal since 2017. We asked Abby five questions regarding estate planning and here’s what she shared:

1. What does an Estate Planning paralegal do?

I assist the attorneys with drafting estate planning documents such as Wills, Powers of Attorney, Health Care Directives, Trusts, etc. I also communicate with clients regarding questions and changes, updating and reviewing documents, assisting with the execution of documents, and other general administrative support.

2. What is the most common question (and answer) you are asked by clients?

Does having a Will avoid probate?

No, the opposite. A Will controls the distribution of probate assets. Probate can be avoided with a trust, joint ownership, beneficiary designations, or TOD/POD designations, but avoiding probate isn’t always the best option.

3. What is one thing you wish everyone knew about estate planning?

Estate planning is not just for the wealthy or elderly. Estate planning is crucial for anyone who wants to ensure their wishes are carried out in the event of incapacity or death. It’s so important to appoint someone you trust to make medical and financial decisions for you if you are unable to do so yourself, or in the event of minor or disabled children, naming a guardian to care for them in the event you can’t do so. Taking the time to create an estate plan can provide peace of mind that your wishes are being followed.

4. What is the biggest mistake you see families make that try to do estate planning on their own?

Some families will try to use generic or online forms without understanding them or ensuring that they comply with state laws, often leading to incomplete or invalid documents. Many families also aim to avoid probate, and don’t realize that the DIY forms they are using do not accomplish that goal as they wished.

5. What tip would you give to people who have just completed their estate planning documents?

Be sure to keep your documents safe and inform your nominated agents and personal representatives where they can find them. Having your documents readily available ensures that your agents or personal representatives can act for you in times of need, such as a medical emergency or after your passing, without delay.

Understanding how each of these estate planning tools works and how they relate is important for effective and comprehensive planning. Our firm generally provides these services in the context of special needs planning, asset protection, and MaineCare planning. If your legal needs involve our practice areas, we ensure that your estate plan is complete and supports your overall goals.