Estate Planning

We are here to help you plan for both life and death.

Many individuals do not wish to think about the possibility of injury and death and mortality and put off planning until it is simply too late. Proper and timely planning for incapacity and death is imperative.

Why do you need an estate plan?

1. To ensure you have someone designated to speak on your behalf if you are unable.

2. To ensure your wishes are honored, both medically and financially.

3. To avoid probate.

4. To relieve your loved ones’ stress and worry during the grieving process they will face after you pass.

The comprehensive and fully customized packages prepared by our estate planning attorney generally include the following documents:

Will Package

Last Will and Testament

Durable Financial Power of Attorney

Designation of Healthcare Surrogate

Living Will

Declaration of Preneed Guardian

HIPAA Affidavit

Affidavit of Disposition Wishes

Revocable Living Trust Package

Joint or individual Revocable Living Trust

Trustee Certificate

Funding Instructions

Assignment of Personal Property