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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.
Retitle your home or other real property in the name of your trust to help avoid probate.
To complete your estate planning, we provide a HIPPA Release, a Trust Certification, and a General Assignment.