PEACE OF MIND, not worry
CERTAINTY, not confusion
SIMPLE, not complicated
VALUE, not waste
(aka Advanced Health Directive or Living Will)
Our complete estate plans, when properly drafted and executed, not only empower you and protect your assets, but they ensure your wishes will be carried out and allows for a smooth transition for your loved ones upon your passing. With our plans, we also keep you in control and benefiting from your assets while you’re alive.
To view all of our Estate Planning Packages, click here:
With your plan in place, you’ve taken the needed steps to avoid both court and conflict. Your heirs should not have to pay an attorney thousands of dollars after your death to take care of your affairs and our plans save them from the horrors of probate court.
Supporting Documents Included in our Complete Estate Plans:
- FOR THE KIDS: Guardian Nominations and Temporary Delegations for young kids and General Durable Power of Attorney for young adult children
- Certificate of Trust, Declaration of Trust, Assignment of Personal Property
- Real Estate Deeds
- HIPPA Authorizations
All estate plans should be reviewed every so often. We recommend every 3 years. A review usually takes less than 30 minutes and provides assurance your family is protected and will avoid both court and conflict.
Updates and changes are often very easy and can be accomplished quickly at no-cost or at a fraction of the cost of the original plan. Our office offers a FREE PLAN REVIEW for any client wanting certainty that their Estate Plan still serves their best interest and accomplishes their goals.
To find out if your current Estate Plan needs an update, click here:
Does Your Estate Plan Need Updated?
What Documents Are In a Complete Estate Plan?
1. Revocable Living Trust
This is the main document in every complete plan; it serves as Your Rule Book others must follow! My clients can always change their Trust anytime they want to make sure it meets their needs and matches their wishes. Trusts are dealt with privately and out of the public courts.
2. Last Will & Testament
3. General Durable Power of Attorney
4. Health Care Power of Attorney