Peace of Mind
Estate Planning
Reach us 24/7. Available on site, in home,
or by phone. You're welcome.
WHAT WE DO
Give the gift of proper estate planning to your family.
Our comprehensive planning will ensure that your loved ones are protected. Your estate plan will include the following documents.
REVOCABLE LIVING TRUST
Helps you avoid probate, protects your legacy, and provides protection for incapacity.
POUR OVER WILL
Helps you avoid probate and ensures guardian protection for minor children.
POWER OF ATTORNEY
Designate an agent to make decisions for you in the event of incapacity.
ADVANCE HEALTH CARE DIRECTIVE
Include an individual health care instruction & a power of attorney for health care decisions.
DEED TRANSFER
Retitle your home or other real property in the name of your trust to help avoid probate.
ANCILLARY DOCUMENTS
To complete your estate planning, we provide a HIPPA Release, a Trust Certification, and a General Assignment.
WHAT'S INCLUDED
Estate Planning Options
Virtual Appointment
- Discuss framework of estate plan with an attorney over phone or video
- Review your drafts with an attorney over the phone or video
- Sign and notarize estate plan documents with mobile notary
Get Started
Virtual Appointment
- Discuss framework of estate plan with an attorney over phone or video
- Review your drafts with an attorney over the phone or video
- Sign and notarize estate plan documents with mobile notary
Get Started
In Person Appointment
- Discuss framework of estate plan with attorney in person
- Review drafts with attorney in person and finalize documents for execution
- Sign and notarize estate plan documents with attorney in person
Get Started
In Person Appointment
- Discuss framework of estate plan with attorney in person
- Review drafts with attorney in person and finalize documents for execution
- Sign and notarize estate plan documents with attorney in person
Get Started
Klosek Blog
We Live & Breathe Estate Planning
By Jack Klosek on Mar 16, 2018
Tags: Celebrity, Estate Planning, Wills