
Services
Trust Plans
Probate is a law suit taken out against your estate, paid for by your estate, for the benefit of your creditors. Probate often takes 9 months or more to complete, and will-based estate plans will require your loved ones to go through this long, expensive process in order to inherit your assets. A Trust-based plan can save your loved ones thousands of dollars in court costs and attorney fees, and it will get your assets passed quickly and seamlessly.
A trust can grow and change at any time you choose during your life, and it can provide more structure to the gifts that you leave behind.
Basic Will Plans
Designed for individuals with simpler estates, we offer basic estate plans that primarily use a will to pass on your assets.
This plan is best for those who:
have streamlined their assets
have close loved ones they can trust to take care of them and their finances if they become incapacitated
have no special needs or minor beneficiaries
Supporting Documents included with all estate plans:
Durable Power of Attorney
Included in all of our plans are documents that will help keep you out of court if you were to become incapacitated. A durable power of attorney is one such document, which will allow you to give specific powers, of your own choosing, to a trusted person. This would keep you from needing to go through the stress and expense of court-appointed adult guardianship.
Designation of Healthcare Surrogate
A healthcare surrogate is a trusted person you select to make healthcare decisions for you if you become incapacitated or are unable to discuss your options with medical professionals. A designation of
Living Will
A living will tells healthcare providers what kinds of treatment and medical support you desire, in the event that you are unable to voice your wishes your self. Living wills include serious decisions about what kinds of life support a person desires. We will take the time to explain the medical and ethical implications in the decisions you make within your living will.
