Create Your Estate Plan

Get the forms and documents you need with the assistance of a qualified, experienced, and professional Estate Planner.

Everyone deserves an Estate Plan. Regardless of income or the stuff you own, an Estate Plan is the smart and effective way to prepare for the future and protect your family, your assets, and the choices and decisions which are important to you. Speak with a qualified Estate Planner today. Do not leave it to chance whether or not your choices can be followed or if your family will receive the assets you wish. A proper and complete Estate Plan, including a fully funded Dynamic Living Trust, leaves you in full control with the option to update or edit as necessary.

It is far too common to hear stories of children not receiving the benefits left to them by their parents, or families losing much of their inheritance due to the time and costs lost through probate. If you have children, especially dependent children due to age or even disability, it is critically important for you to establish a complete Estate Plan including a fully funded Revocable Living Trust. At no time do you lose control of your money or assets as you will assign yourself as the executor of the Trust until you are no longer able. Only then will everything legally transfer as dictated by you and your plans. Start today with the assistance of an experienced Estate Planner.

What is Included in an Estate Plan?

A complete and thorough Estate Plan contains a myriad of documents, listed below, but most importantly includes a fully Revocable Living Trust.

A Living Will – Both Statutory & Pro Life: Let your preferences be known in the event of life-support choices and decisions. Don’t make your family endure the stressful debate of guessing your wishes. Included with the Living Will are additional Advance Medical Directives to further detail more specific heath care decisions for both your family and physician to know and follow.

Durable Power of Attorney for Health Care (DPAHC): Giving you the power to designate the person (Agent) of your choice to make health-care decisions on your behalf, including the refusal or any health care treatment. The chosen agent can also be given the authority to make anatomical gift decisions for you. Also includes the Durable Agent Notices for Health Care DPA so the person you choose can confirm they agree to the designation and understand the responsibilities.

HIPAA Privacy Statements: The necessary paperwork so the person you choose to aid in your medical care can request and retrieve any and all medical records without delay.

Last Will & Testament: A relatively simple document which directs who will own your property after you pass away. Officially, a ‘will’ disposes of real property and a ‘testament’ disposes of personal property. This distinction is rarely made today, but both are correctly structured with the package. Also included are Pour Over Wills documentation to cover any assets not specifically listed at the time of creation.

Power of Attorney over Assets: In the event you become incapacitated and unable to sign documents such as a bank draft, your assigned Agent will be able to legally transact affairs on your behalf. They can access bank accounts, enter contracts, etc. This way they can accomplish the tasks and wishes you outline in your Will.

Revocable Living Trust: A Revocable Living Trust (RLT) is the best means to cover your estate planning needs and provide the privacy, control, and convenience you want and need. To put it simply, when a person dies with all their assets still titled in their name alone, which is typical in a standard Last Will & Testament arrangement,  although it is well known and documented what they wish to happen with their belongings, they are obviously unable to complete the transfers of the property. (They cannot sign deeds, titles, accounts, etc.) To legally complete these transfers, everything goes to court in a procedure called probate. Probate is not a private matter since all records are documented by the court, and it requires the remaining family members to spend time and money dealing with the detailed paper work, filings, hearings, appraisals, multiple agencies, and possibly even litigation. All of this can be avoided with a properly funded Revocable Living Trust.