Quality Estate Planning Portfolios at Reasonable Prices
The following are some of the important documents typically included in our Estate Planning Portfolios:
Revocable Living Trust Portfolio
Living Trust
Pour-Over Will
Nomination of Guardian for Minor Children
Trust Abstract
Schedule of Assets
Directive to Successor Trustee
Financial Durable Power of Attorney
Advance Health Care Directive with Living Will provision
Nomination of Conservator
Instructions for Settling the Estate
Deed transferring real property to the Trust
Last Will and Testament Package
Simple Wills
Nomination of Guardian for Minor Children
Financial Durable Powers of Attorney
Advance Health Care Directives
Nomination of Conservators
Power of Attorney Package
Financial Durable Powers of Attorney
Advance Health Care Directives
Nomination of Conservators
We also provide legal review services of existing Wills or Trusts prepared elsewhere.
There are many variables in estate planning, such as whether your existing plan has all the documents that you should have if you become incapacitated and need someone to make decisions or act on your behalf. Not having a complete estate plan can provide for burdensome and painful situations when it is too late to prepare a valuable document.
Preparing your
estate plan early is one of the best things you can do for your
family. It is our experience that everyone has legal questions when it
comes to properly preparing their wills and trusts. Our firm would be
honored to assist you with yours. Please call us to make an appointment.