Estate Planning

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Living Trusts, Wills, Financial Powers of Attorney, Advance Healthcare Directives, Appointment of Guardian For Minors…

A Revocable Living Trust is an entity created to avoid the expensive probate process and to allow you to decide how you want your assets distributed after your death. Probate is the court-supervised process of distributing assets after a person has died. This can include determining a guardian for your minor child. A Revocable Trust is the greatest gift you can give your family.

Estate planning is important regardless of your net worth. By creating properly designed estate plan you are able to control who can make financial and healthcare decisions in the event you are incapacitated or are at the end of your life.

Without a plan, you may have someone attempting to control your financial assets or medical decisions who do not have your best interests in mind.  Creating a customized a plan will accomplish your goals and address your needs.

We provide a comprehensive package that includes:

–       Declaration Of Trust

–       Certification Of Trust

–       Pour Over Will

–       Comprehensive Transfer Document

–       Health Care Directive

–       HIPPA Authorization

–       Grant Deed (transfers property into the trust)

–       Instructions to Fund your trust

–       Notarization of Estate Planning documents