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Estate Plan Documents
Last Will and Testament
Our Last Will and Testament document allows clients to specify how their assets should be distributed upon their passing. It includes provisions for naming guardians for minor children and designating executors to manage the estate. This document ensures that your wishes are clearly communicated and legally binding, providing peace of mind for your loved ones.
The Last Will and Testament is part of our Will Based Plan, for Individuals or for Couples.
Key Features:
- Specify asset distribution
- Name guardians for minor children
- Designate an executor to manage your estate
Revocable Living Trust
The Revocable Living Trust is a flexible estate planning tool that helps clients manage and distribute their assets during their lifetime and after their death. It allows for the avoidance of probate and provides a plan for managing assets in the event of incapacity. This document ensures that your assets are handled according to your wishes without the delays and costs associated with probate.
The Revocable Living Trust is part of our Trust plans for Individuals.
- Avoid probate
- Manage assets during life and after death
- Plan for incapacity
Durable Power of Attorney
Our Durable Power of Attorney document authorizes a trusted individual to make financial and legal decisions on your behalf if you become incapacitated. This document ensures that your financial affairs are managed according to your wishes, protecting your assets and interests when you’re unable to do so.
The Durable Power of Attorney is part of all our plans, for Individuals or for Couples.
- Authorize someone to make financial and legal decisions
- Protect your assets during incapacity
- Ensure financial management aligns with your wishes
Healthcare Power of Attorney
The Healthcare Power of Attorney allows you to designate someone to make medical decisions on your behalf if you are unable to do so yourself. This document ensures that your healthcare preferences are honored and that a trusted individual is responsible for making critical medical decisions when necessary.
The Healthcare Surrogate is part of all our plans, for Individuals or for Couples.
- Designate a healthcare decision-make
- Ensure medical decisions align with your preferences
- Provide guidance during critical situations
HIPAA Authorization
The HIPAA Authorization allows you to designate individuals who can access your medical records and health information. This ensures that your healthcare providers can share necessary information with trusted individuals, keeping your medical affairs in order while maintaining privacy.
The HIPAA Authorization is part of all our plans, for Individuals or for Couples.
- Designate who can access your medical records
- Ensure trusted individuals have necessary information
- Maintain privacy while sharing essential details
Estate Planning Guide
Our Estate Planning Guide offers a comprehensive, step-by-step overview of the estate planning process. It includes explanations of various estate planning tools and strategies to help you make informed decisions about your future. This guide serves as a valuable resource for anyone looking to understand the estate planning process in greater depth.
- Step-by-step estate planning overview
- Explanation of legal tools and strategies
- Empower informed decisions for your future
Pour Over Will
The Pour Over Will is a type of will that works together with a Revocable Living Trust. This document makes sure that, if you forget to move any assets into your trust during your lifetime, they can still be transferred to your trust when you die.
It acts as a safety net or a backup, so all your assets follow your estate plan - even if something was left out of your trust.
The Pour Over Will is part of our Trust Plans, for Individuals or for Couples.
Living Will
A Living Will specifies your preferences for medical treatments and end-of-life care, providing guidance to healthcare providers and loved ones. This document ensures that your wishes are followed in critical medical situations, offering clarity to your family in times of uncertainty.
It outlines your medical preferences regarding end-of-life care, such as:
- Whether you want to be kept on life support
- If you want CPR or artificial nutrition/hydration
The Living Will is part of all our plans, for Individuals or for Couples.
Final Disposition Instructions
This document specifies details of the funeral, burial, cremation, or memorial preferences, which relieves your family from making tough decisions during emotional times and ensures your preferences are respected.
The Final Disposition Instructions is part of all our plans, for Individuals or for Couples.
Certification of Trust
A Certification of Trust is just a short summary of your trust that you can present to banks, brokers, or real estate professionals. It basically shows that a trust exists, who is the trustee and what powers the trustee has.
The Certification of Trust is part of our Trust plans, for Individuals or for Couples
Why is it so important?
- Keeps sensitive details (like beneficiary names) private
- Easier to work with institutions without disclosing the entire trust
Joint Revocable Living Trust
Is it similar to an individual Revocable Living Trust, but shared between two people (usually spouses or partners) in which both parties typically serve as co-trustees and co-beneficiaries. It means that, upon the death of one spouse, the surviving spouse can continue to manage it.
Why should you and your partner have one?
- Efficiently handles jointly owned property
- Prevents probate for both spouses
The Joint Revocable Living Trust is part of our Trust plans for Couples.