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Personal Attention to Help You Create an Estate Plan That Fits

Why You Need An Estate Plan

You need a plan to protect your assests from probate fees and court proceedings after your death. An estate plan will ensure your choice of loved ones receiving your assets and allow you to specify a guardian for your minor children. Also, should you become incapacitated, you need a plan for someone to take over your finances and make health care decisions as you would want them to be made.

Your estate is all that you have worked for in your life; it does not have to be a luxury home or a brokerage account worth millions. It is important to protect all you have earned because it is yours and how it is distributed is your choice alone.

Revocable Trust

A Revocable Trust appoints a Trustee who will manage your assets should you become incapacitated and distribute those assets to your beneficiaries when you pass away. It can be changed at anytime.

Certification of Trust

A Certification of Trust is a synopsis of the Trust providing the Trustee powers, Trustee and Successor Trustee designations, and vesting information which is provided for the bank or the financial institution.

Will

A Last Will & Testament names the person who will control the administration of your estate and who will receive the assets from your estate.

Financial Power of Attorney

A Financial Power of Attorney appoints an agent and provides authority for another to act in your place regarding financial affairs should you be unable to act.

Financial Power of Attorney

A Financial Power of Attorney appoints an agent and provides authority for another to act in your place regarding financial affairs should you be unable to act.

Your Estate Plan Includes:

Attorney Consultations

Personalized Care

Prompt Service

Clear Explanations

Affordable Pricing

Attention to Detail

Advice You Can Trust

Executed Privately In Your Home or Office

All Notary Services

First Deed Transferred Into Trust

Packages

All packages include an in-home or office attorney consultation and notary fees.

Individual Trust Package

Declaration of Trust

Certification of Trust

Pour Over Will

Financial Power of Attorney

Advance Health Care Directive

Primary Residence Transfer into Trust

Marital Trust Package

Trust Agreement

Certification of Trust

Pour Over Wills

Financial Powers of Attorney

Advance Health Care Directives

Primary Residence Transfer into Trust

Individual Will Package

Last Will & Testament

Financial Power of Attorney

Advance Health Care Directive

.

Marital Will Package

Last Wills & Testaments

Financial Powers of Attorney

Advance Health Care Directives

Satisfied clients are saying

If you want a caring and expert attorney to help you with your trust, you will like working with Amy."

Donna C.

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