Join Early Retirement Today
Thread Tools Search this Thread Display Modes
Questiion for other retired military members
Old 08-14-2016, 05:25 PM   #1
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
mickeyd's Avatar
Join Date: Apr 2004
Location: South Texas~29N/98W
Posts: 6,260
Questiion for other retired military members

I need to redo my will, or rather make a codicil to my current will, and have a few additional estate planning questions that I would like to discuss with an attorney. I have used a local lawyer in the past, but I am now wondering if retirees can have access to military lawyers for this purpose?

If anyone out there has had experience in this area, please advise me.

Thanks in advance.

Part-Owner of Texas

Outside of a dog, a book is man's best friend. Inside of a dog, it's too dark to read. Groucho Marx

In dire need of: faster horses, younger woman, older whiskey, more money.
mickeyd is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 08-14-2016, 05:37 PM   #2
Thinks s/he gets paid by the post
ExFlyBoy5's Avatar
Join Date: May 2013
Location: Country Living
Posts: 3,513
Yes...the services are available through JAG offices on base. However, note that many JAG attorneys are not licensed in the state in which you may reside, so may not be able to complete forms that conform to a state requirement. While you are active duty, this doesn't matter since any legal documents drawn up will have force of law in all 50 states but when you are retired, those provisions don't count anymore.

Sent via mobile device. Please excuse any grammatical errors.

Retired in 2014 at the Ripe Age of 40
ExFlyBoy5 is offline   Reply With Quote
Old 08-14-2016, 05:56 PM   #3
Thinks s/he gets paid by the post
Eagle43's Avatar
Join Date: Jan 2005
Location: DFW
Posts: 1,969
Yep. I had financial and medical power of attorney documents prepared plus a will.

Sent from my AT100 using Early Retirement Forum mobile app
Resist much. Obey Little. . . . Ed Abbey

Disclaimer: My Posts are for my amusement only.
Eagle43 is online now   Reply With Quote
Old 08-14-2016, 06:50 PM   #4
Moderator Emeritus
braumeister's Avatar
Join Date: Feb 2010
Location: Flyover country
Posts: 13,588
Yes, the Legal Office (Staff Judge Advocate) at most bases will help you prepare a will. However, you should have your act together before you show up.
Before making an appointment, members should review Will Considerations For Military Families fact sheet and complete a Will Questionnaire located on the Air Force Legal Assistance Website.
At my local base, they say
Wills require two separate appointments. Will preparation is done by appointment only Tuesday and Friday. Will executions are conducted only by appointment on Wednesday. Will preparations may take up to 60 minutes and will executions may take up to 90 minutes.
They will also usually handle Power of Attorney and Notary Public services.
braumeister is offline   Reply With Quote
Old 08-20-2016, 12:17 AM   #5
Moderator Emeritus
Nords's Avatar
Join Date: Dec 2002
Location: Oahu
Posts: 26,724
Originally Posted by mickeyd View Post
I need to redo my will, or rather make a codicil to my current will, and have a few additional estate planning questions that I would like to discuss with an attorney. I have used a local lawyer in the past, but I am now wondering if retirees can have access to military lawyers for this purpose?
Yes, military retirees can use JAGs for legal services if they have the appointments available, but the last time we did our wills with a JAG we were not happy.

They were not knowledgable or experienced enough to advise a couple like us with our net worth, our rental property, and our military pensions.

The first thing they did was give us two lawyers and put us in separate rooms to make sure there was no domestic abuse/coercion. (This quickly fell apart when they asked my spouse for a list of assets and we'd only brought one copy with us.) At first they were surprised at the size of the assets, but then they quickly became concerned that we didn't have enough assets or were underinsured. Um, guys? Yeah, you're lawyers-- not financial advisors.

We got through the process, and it got done right, but it was clear that we were not in an estate-planning office. Next time we're using a local estate-planning lawyer who's comfortable with revocable living trusts. We're going to get referrals from friends who've done RLTs, and we're going to do interviews.

Spring 2020: my daughter and I wrote “Raising Your Money-Savvy Family For Next-Generation Financial Independence.”
Author of the book written on "The Military Guide to Financial Independence and Retirement."

I don't spend much time here— please send a PM.
Nords is offline   Reply With Quote

Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

Similar Threads
Thread Thread Starter Forum Replies Last Post
28/29 yo military members looking for guidance adeline Hi, I am... 3 12-05-2012 09:27 PM
For you military & family members: Is USAA "verifying your data" too? Nords Other topics 21 11-24-2009 10:16 PM
New here, any other fire department members here? FDCaptain Hi, I am... 33 08-24-2008 10:20 AM
Other than Massachusetts, any other States requiring ALL to have Health Insurance? Orchidflower Health and Early Retirement 27 12-03-2007 09:28 PM
My Klipsch Speaker Forum has over 25,000 members vs. less than 4,000 ER members. Cut-Throat FIRE and Money 47 06-05-2007 06:15 PM

» Quick Links

All times are GMT -6. The time now is 07:20 AM.
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2019, vBulletin Solutions, Inc.