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Estate Planning

Estate Planning (Will & Trust)

We provide comprehensive estate planning services, including Wills and Trusts, to help protect your assets and document your wishes. Our solutions ensure your family is cared for and your legacy is passed on according to your plans. Get started today!​​

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  • Last Will and Testament

  • Revocable Living Trust: Probate Avoidable and Children's trust

  • Durable Financial Power of Attorney

  • Healthcare Surrogate Designation

  • HIPPA authorization

  • Advance Directive / Living Will

  • Pet Trust

  • Cloud Storage

  • Free Spouse Plan

Check List 

Key Personal & Contact Info

  • Full Legal Name, DOB, Address, SSN.

  • Names/Contacts for Spouse, Children, Other Family members if any

Assets & Property Details (Whereabouts & How Owned)

  • Financial Accounts: Bank, Brokerage, CDs, Annuities (Account Numbers, Institutions).

  • Investments: Stocks, Bonds, Mutual Funds (Broker Names).

  • Retirement: 401(k)s, IRAs, Pensions (Provider Info).

  • Real Estate: Deeds, Addresses, Mortgages, Property Tax Info.

  • Business Interests: Details of ownership.

  • Tangible Property: Vehicles, Art, Jewelry, Antiques (List key items, locations).

  • Life Insurance: Policies, Agents, Contact Info.

Fiduciaries & Beneficiaries (Who Gets What & Who Manages)

  • Executor/Personal Representative: For Will, to manage estate.

  • Trustee: For Trust, to manage assets.

  • Guardians: For Minor Children & Pets.

  • Beneficiaries: Specific gifts and contingent beneficiaries

  • Successors: Backup fiduciaries if primary can't serve. 

Key Estate Planning Documents (Existing & Needed)

  • Health Care Proxy: Appoints someone to make medical decisions.

  • Durable Power of Attorney: For financial decisions.

  • HIPAA Authorization: For medical information release.

  • Trust Agreement: For any living trusts. 

Finalizing your Will

  • Testamentary Intent: Declare you intend this to be your Will.

  • Signature: Signed by you.

  • Witnesses: Two disinterested witnesses (not beneficiaries) must sign in your presence

  • Storage: Original stored securely (safe deposit box..etc.)

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