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Comprehensive Estate Planning: A Client-Centered Approach to Wills and Health Care Directives

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Romanov Vitalii
Lawyer
USA / Miami
Romanov Vitalii

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Publication date: 02.05.2025

My name is Vitaly Romanov, I am responsible for the daily coordination of the Buro Law Group team - from strategic management and marketing to operational processes, work with personnel and financial accounting. My task is to ensure the smooth functioning of the company and guarantee that each client receives timely, attentive and effective legal support. My experience in the field of business consulting, management of service teams and launching Internet projects has allowed me to build a modern system of legal client service - with clear processes, proactive communication and control of the result at every stage. I coordinate work on complex cases - in particular, pension provision in the USA (Social Security Retirement), appeals of SSA denials, obtaining benefits and immigration cases to the USA and the UK. My task is to make sure that our clients do not feel the bureaucracy, but see the result. I am fluent in Ukrainian, English, and Russian, which allows me to work effectively with clients from different countries and cultures.


Comprehensive Estate Planning: A Client-Oriented Approach to Wills and Healthcare Directives

 

At Buro Law Group, we strive to provide personalized estate planning services that reflect the unique values and wishes of each client. A recent collaboration with a client, whom we will refer to as Jane Smith for confidentiality, exemplifies our commitment to thorough and compassionate legal guidance.

Understanding the Client’s Needs

 

Jane, a 56-year-old retiree, approached us to organize her affairs to ensure that her medical and financial decisions would be upheld in the future. Her primary concerns included:

Ensuring the distribution of her assets according to her wishes.

Appointing a trusted individual to make healthcare decisions on her behalf if she became incapacitated.

Clearly defining her preferences regarding medical treatment in end-of-life situations.

Developing a Customized Estate Plan

 

After an in-depth consultation, we developed a comprehensive estate plan that included:

**Last Will and Testament:** This document detailed the distribution of Jane’s assets among her chosen beneficiaries and designated a personal representative to oversee the execution of her estate.

**Healthcare Surrogate Appointment:** Jane appointed her daughter as her healthcare surrogate, granting her authority to make medical decisions on Jane's behalf if she became unable to do so.

**Living Will:** This advance directive outlined Jane’s preferences regarding life-sustaining treatments, ensuring that her medical care aligned with her values and wishes.

Emphasizing Communication and Accessibility

 

Recognizing the importance of clear communication, we advised Jane to discuss her estate plan with family members, particularly her designated healthcare surrogate. We also provided recommendations for securely storing these documents and sharing copies with relevant parties, such as her primary care physician and family members, to ensure easy access when needed.

Ensuring Peace of Mind

 

Through proactive estate planning, Jane gained confidence that her personal, medical, and financial affairs were in order. This comprehensive approach not only safeguarded her interests but also eased potential burdens on her family during difficult times.

Conclusion

If you are considering creating or updating your estate plan, including wills and healthcare directives, our experienced attorney is ready to assist you. Contact us today to schedule a consultation and take the first step toward securing your future.

Here are a few reasons why choosing our estate planning services is a smart decision:
- **Deep Understanding of Local Law** – Our estate attorneys in Kyiv have years of experience handling inheritance cases and are well-versed in Ukrainian legislation.
- **Personalized Approach** – Every estate case is unique, and our lawyers consider all aspects of your situation to find the best solution.
- **Confidentiality and Professional Ethics** – All information regarding your estate case remains private, and our attorneys act in your best interests.
- **Comprehensive Legal Support** – From consultations to court representation, our attorneys guide you through all stages of estate planning.
- **Affordable Pricing** – The cost of services depends on the complexity of the case, but many law firms offer free consultations and transparent pricing.

 

 

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