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wills & trusts
Did you know that without an estate plan, your family’s future could be decided by the court?
Planning today can help you and your family avoid legal challenges in the future
Compassionate Legal Support for Family Matters
Wills
We guide you through the steps needed to create an effective will to ensure that your wishes are honored.
Trusts
We can prepare trusts that avoid probate, protect assets, or ensure that your charitable giving wishes are honored.
Power of Attorney
We can prepare limited, general, and durable power of attorney documents to allow for a loved one or trusted person in your life to manage your financial affairs.
Asset Transfers
Our team can assist you in transferring assets into your trust or assist with beneficiary designation documents.
Asset Protection
We can assist you in protecting your assets through layered planning.
Health Care Documents
We can help you plan for the future and protect your family's assets. Our team will guide you through the estate planning process and ensure your wishes are carried out.
protect your family today with one of our online packages!
Will-Based Plan
Trust-Based Plan
Trust-Based Plan
A will-based plan comes complete with a Last Will & Testament, healthcare documents to protect you, including a healthcare surrogate, HIPAA waiver, pre-need guardian, advanced dementia directive, and living will. You will also receive a Durable Power of Attorney for management of your financial affairs if you are unable to manage them on your own.
Trust-Based Plan
Trust-Based Plan
Trust-Based Plan
A trust-based plan comes complete with a revocable living trust, deed transfer, certification of trust, healthcare surrogate, HIPAA waiver, pre-need guardian, advanced dementia directive, and living will. You will also receive a Durable Power of Attorney for management of your financial affairs if you are unable to manage them on your own (i.e. a serious injury or medical condition). Best option!