ESTATE PLANNING SERVICES

Considering creating a Trust for your assets? Do you want your assets and personal property to be distributed per your wishes and after death? Having a Trust avoids probate and provides you with a peace of mind that your wishes are carried out privately without the potential of a "tug of war". Having only a Will does not prevent the probate process. We can assist you with preparing your Trust and explain our process for the service. All Trusts are presented in a professional binder with a table of contents to easily view and find your organized document. Further details are shared upon completion of registration. 

Planning for the inevitable is important. formalizing your final wishes can save family members time and grief. This package includes: Last Will & Testament Power of Attorney Advance Healthcare Directives Living Will HIPAA waiver You will receive further details of the service and process upon registration.

 Are you a beneficiary or personal representative of an estate less than $75,000 and it’s been at least 2 years since death? This process may be suitable for your circumstances. If you have an existing case to reopen or begin a new one, you can begin with us! You will receive further details of the service and process upon registration.

Not sure where to begin in the estate planning process? Having a Will is possibly one of the most important documents you’ll need to have created. It allows you to have your wishes properly documented if and when the inevitable happens. It offers a piece of mind for not only you but your loved ones too. You will receive further details of the service and process upon registration.

A general power of attorney ends when you become mentally incapable, due to sickness or injury, and are unable to handle your own affairs, while a durable power of attorney does not end under those circumstances. A limited power of attorney allows one to give a person only a specific responsibility and for a specific time frame. You will receive further details of the service and process upon registration.

The Advance Healthcare Directive, also called a Healthcare Surrogate names the person who is to make medical decisions on your behalf if you're not able. This may or may not be the same person who is the Agent for your Power of Attorney. You will receive further details of the service and process upon registration.

A living will lets others know of your choices if you become totally incapacitated. It is also referred to as a "DNR", which stands for "Do Not Resuscitate". By planning ahead, you can make the decision about when and if your doctors are to withdraw care. You will receive further details of the service and process upon registration.