Services.
Wills & Trusts
Will-Based Estate Plan
A plan that includes customized and state- specific documents that reflect your specific wishes.
What's Covered
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How you’d like to distribute your assets
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Who you’d like to look after your children
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Supporting Health Care documents
Documents Included
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Last Will & Testament
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HIPAA Authorization
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Living Will
Trust-Based Estate Plan
Avoid probate court and allow your assets to seamlessly pass to your beneficiaries.
Documents Included:
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Revocable Living Trust
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Schedule of Assets
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Pour Over Will
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HIPAA Authorization
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Living Will
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Certification of Tru
Healthcare &
Power of attorney
The Health Care Power of Attorney and Living Will document allows a designated Agent to make healthcare decisions for you, in the event you become unable to make your own healthcare decisions.
We prepare state specific Health Care Power of Attorney and Living Wills so your wishes are known in the event of disability and also, in the event of serious or permanent illness.
Once again, by planning ahead for the uncertainties of life, you can be protected by having your health care decisions upheld and honored, by simply having our offices prepare a health care Power of Attorney and Living Will. We can also incorporate a HIPAA compliant release into the document so you are covered in any event.
Letter of Intent
A Letter of Intent (LOI) serves as a guide for the management of your estate after your death. A LOI is a useful guide for an executor and/or he courts when there is a question regarding the decedent’s wishes. Similarly, anyone who is put in charge of managing your estate will likely turn to your letter of intent for instruction as well.
Essentially, a letter of intent is a blueprint for your other estate planning documents. Once your letter of intent is written with specific preferences regarding your estate, your other estate planning documents should reflect these intentions so that your wishes are carried out properly and consistently. A letter of intent can be written at any point, no matter where you are in life. A letter of intent should be written simply, but it should also be comprehensive in content. This can include information that would not be put into your estate planning documents, such as life experiences you wish to promote with your assets.
Beneficiary & Guardianship
designations
Specify who you would want to look after your minor children, without having to complete your Will. It’s a great solution for parents who aren’t quite ready to start their entire Estate Plan but still want to make sure their kids are looked after by someone they trust.
Let's Work Together
Secure Your family's future, one thing at a time !!