Last Will & Testament,
with a Living Trust
Control how your property passes, name guardians for minor children, and avoid probate with a revocable living trust.
Services / Plan ahead
Estate & Trust Planning
Basic planning spares your family expensive and stressful litigation. We recommend it for adults of every age and financial situation.
Overview
People avoid estate planning because they think it is only for older rich people or because it feels like planning for death. It is neither. A plan is answers, written down: who acts for you, who inherits, who takes care of the children. Answering those questions protects your loved ones from headache and heartache.
Also written into your plan
Guardian designations for minor children
Trusts for minor or spendthrift beneficiaries
Arrangements for the care of pets
Estate tax planning provisions
Executor designations
Probate avoidance with living trusts
Three documents everyone should have
Last Will & Testament,
General Durable Power
of Attorney
Without one, the only remedy after a disability is an expensive guardianship lawsuit. A spouse does not automatically get authority.
Health Care Proxy &
Living Will
Appoint who makes medical decisions for you, and leave instructions if you cannot speak for yourself.
Not sure what you need?
A free consultation, up to 30 minutes, will tell you if these documents are right for you.
