Estate Planning Packages
All of our estate planning include all of the necessary estate planning documents such as a revocable living trust, "pour-over" will, and powers of attorney for property and health care. The also include a qui-claim deed for your primary resident (recording fees additional)
Perfect for people with adult beneficiaries who want to make "outright" gifts to all beneficiaries.
Design for anyone with young or immature beneficiaries who wants to leave assets "in trust" for them.
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Self Service Estate Plans
Individual Estate Planning Documents
If you already have an estate plan, then perhaps you just need to update a particular document or you just need to add something that wasn't there. Either way, we offer individual documents to suit your particular need.
A will determines how your probate estate is distributed and names guardians for minor children.
A living trust is better than a will since it avoids probate and protects you during periods of incapacitation.
A financial power of attorney allows you to designate who makes financial decisions for you during periods of incapacitation.
If you want to give money to a child while you are alive, a minor's trust is better than a custodial account.
A medical power of attorney allows you to designate who makes medical decisions for you if you are incapacitated.
Pets are family too. If you want to leave money for their care after you gone then you need to create a pet trust.