Our Services
We work closely with clients to provide exceptional estate planning services that are catered specifically to their needs. Let us help you protect your family and legacy, before the unexpected happens. Get in touch today with any questions.
Will Package
Included for each person:
A Standard Will
A Durable Financial Power of Attorney (both statutory and supplemental)
A Medical Power of Attorney (“Advance Directive”) with living will provisions
HIPAA Release
A Standard Will leaves your entire estate to one or more persons, and do not include specific bequests (except general bequests of tangible personal property), provisions for minor children, or any trust provisions. Financial and medical powers of attorney allow the person(s) you name to manage your financial affairs and make medical decisions for you in the event of incapacity.
Trust Package
Included for each person:
A Revocable Living Trust
Pour-Over Will
A Durable Financial Power of Attorney (both statutory and supplemental)
A Medical Power of Attorney (“Advance Directive”) with living will provisions
HIPAA Release
This is a probate avoidance plan. This plan can be excellent for older or disabled individuals, or people with assets in multiple states.
