Estate Planning
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Wills
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Living Wills
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HIPAA Releases
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Health Care Proxies
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Durable Powers of Attorney
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Revocable Trusts
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Irrevocable Trusts
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Trust Administration
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Probate Administration
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Deeds and Recording
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Estate Plan ~ Single Person
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You are just starting out on life's adventures.
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You enter into the military or enroll in college.
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You need basic estate planning documents.
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You want to appoint someone to settle your affairs.
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You want someone to make health care decisions.
Estate Plan ~ Couples & Families
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You have simple accounts and assets.
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You've started to accumulate assets such as a house, a bank account and investments.
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You want to designate someone to inherit your property.
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You have or about to start a family and want to protect you loved ones.
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Provide for minor children by naming trustees and guardians.
Transitioning
- You are recently divorced or widowed and need a review of existing estate plan to reflect the changes
- You need to designate someone to make personal, financial or healthcare decisions if you are unable.