ESTATE PLANNING

  • Revocable Living Trust Package which includes: trust documents, certificate of trust, last will and testament (pour-over will), durable power of attorney, healthcare power of attorney, living will, HIPAA authorization, trust funding instructions, successor trustee instructions, glossary of terms, records location worksheet, statement of wishes, and memorial instructions
  • Last Will and Testament Package which includes: last will and testament, durable power of attorney, healthcare power of attorney, living will, HIPAA authorization, glossary of terms, records location worksheet, statement of wishes, and memorial instructions
  • Other types of trusts/provisions: IRA Beneficiary Trusts, Special Needs Trusts, Dynasty Trust Provisions, Irrevocable trusts, Charitable Remainder Trusts, Charitable Lead Trusts, and more...
  • Complimentary consultation to review your existing estate planning documents or for the preparation of a new estate plan.