Essential planning for the next chapter.

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Your estate plan should reflect the life you have now, not the one you had before marriage, divorce, or other major life changes. We design and draft wills, trusts, powers of attorney, and living wills that safeguard your wishes, manage your assets effectively, and simplify decisions for those you trust.

Estate Planning Documents We Prepare

  • A will directs how your assets are distributed after death and allows you to name guardians for minor children. It also appoints the person responsible for handling your estate through the probate process.

  • A revocable living trust allows your assets to be managed during your lifetime and distributed after death without going through probate. It provides structure, privacy, and continuity in how your estate is handled.

  • A pour-over will works alongside a trust by directing any assets not already in the trust to be transferred into it after death. This helps ensure your estate is handled according to a single, consistent plan.

  • A financial power of attorney authorizes a trusted person to handle financial matters on your behalf if you’re unable to do so. This can include paying bills, managing accounts, and handling property.

  • A medical power of attorney allows you to appoint someone to make medical decisions on your behalf if you’re unable to communicate your wishes. It ensures decisions are made by someone you trust.

  • A living will outlines your preferences for medical treatment in certain end-of-life situations. It provides guidance to your loved ones and healthcare providers when difficult decisions arise.

  • A HIPAA authorization allows your designated agents and healthcare providers to share your medical information with the people you choose. It ensures your loved ones can access the information they need to make informed decisions and assist with your care.

  • This document allows you to designate who will be responsible for handling your final arrangements after death, including burial or cremation. It helps avoid confusion and ensures your wishes are followed.

  • A transfer-on-death deed allows real estate to pass directly to a named beneficiary upon death without probate. It can simplify the transfer process for certain properties.

  • In certain situations, an irrevocable trust may be used for asset protection or more advanced planning. We help determine whether this type of structure fits your goals and design it accordingly.

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