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Estate Planning

Image by Gayani Anuththara

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.

A comprehensive estate planning package generally includes the following documents:

Last Will and Testament or Revocable Living Trust

Durable Financial Power of Attorney

Healthcare Surrogate Designation

Living Will

Designation of Preneed Guardian

Other documents prepared:

HIPAA Affidavit

Affidavit of Disposition Wishes

Affidavit of Organ Donation

Contact us today so we can assist you with a comprehensive estate plan!


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