There are 5 essential documents included in most Estate plans:
- Living Will – Declaration stating that you do not
want to be kept on life support
- Health Care Power of Attorney – you give power to your
agent to make health care decisions for you if you unable
to do so
- Durable Power of Attorney for Property- you give power
to your agent to make financial decisions for you if you
are unable to do so
- Trust – The Trust agreement allows you to provide for
transfer of your assets to your beneficiaries without having
to go through probate.
- Will – A will is a testamentary document that provides
for how your would like your estate to pass to your
beneficiaries upon your death. A Will does not avoid
probate but a will saves some costs of probate and states your desires.
Please fill out the form below or print the
Engagement
Form and bring it to the office.