ESTATE PLANNING

If you don’t have a will or other estate planning documents executed, we can help. We offer various estate planning documents, to help prepare for an emergency and to care for the ones you love. You can choose any of these documents individually or one of our plans. Below are some of the types of documents and plans we offer.

Will Estate Plan

A will estate plan is our basic estate plan. This plan includes a will, power of attorney for finances, power of attorney for health care, advance health care directive, and disposition instructions.

trust estate plan

A trust estate plan is our estate plan including a revocable living trust. This plan includes a trust, pour over will, power of attorney for finances, power of attorney for health care, advance health care directive, and disposition instructions.

Trusts

We offer various kinds of trust depending on our clients’ needs/requests. These include:

  • Revocable Living Trust

  • A/B Trust

  • Qualified Domestic Trust (QDOT)

  • Special Needs Trust

  • Real Estate Trust

  • Charitable Trust

  • Pet Trust

Real Estate Documents

We draft and provide several types of real estate services. These include:

  • Quit Claim Deeds

  • Transfer on Death Deeds

Guardianship Documents

For our clients with minor children, we provide the following documents for your children’s care:

  • Power of Attorney for Minor Children

  • Power of Attorney for Health Care for Minor Children

  • Letters to Short-Term Guardians

Ancillary Documents

We provide other ancillary estate planning documents, including but not limited to trust amendments, will codicils, ancillary trust documents, other real property transfer documents, and additional guardianship documents at our clients’ requests.

estate planning client example

Contact us today for a free quote or to inquire about our services.