Will

• ​A will is a fundamental component of every estate plan and allows individuals to specify how their assets should be distributed after death.  Although a will must go through a legal process called probate before taking full effect, many of its provisions may be implemented independently and at less expense.

Revocable Living Trust

• ​A trust is a comprehensive estate plan safeguarding your assets during your lifetime and after death.  A trust is actually a set of related documents, and typically includes a trust agreement, pour over will, powers of attorney, guardianship nominations for minor children, final disposition instructions, and other documents.  Once properly transferred into the trust, your assets bypass the probate process and can be distributed to beneficiaries without additional expense or need for court involvement.

Healthcare Power of Attorney

• ​This crucial legal document allows you to designate someone you trust to make healthcare decisions on your behalf, when you become unable or unwilling to do so on your own.  Without advance authorization, a medical provider may not allow your loved ones to make decisions, and require a court-appointed guardian instead.

Durable Power of Attorney​​

• This document grants a trusted individual legal authority to handle your financial and legal affairs if you are incapacitated or unavailable.  That appointed individual will be able to pay your bills, contact your insurance, file your tax return, and take other actions on your behalf for your benefit while you are unable to do so yourself.

Land Trust

• A land trust is a relatively inexpensive option to hold real estate and to detail transfer of ownership after your death.  Not only does it avoid probate, allowing beneficiaries to inherit such real estate right away, but it also provides anonymity, since your name does not appear on title in public records.

Guardianship Nominations

• ​This document allows parents and legal guardians to choose the caregivers of their minor children should the unthinkable occur and they were unable to take care of them on their own. ​ Without a nomination, the court will search for and select a guardian it finds most suitable.

Transfer on Death Instrument

• ​This is an easy option to secure your real estate asset, and allows the property owner to select a beneficiary in the event of the owner's death.  This selection is recorded in the county where the real estate is located, and the designated beneficiary assumes ownership of the property automatically after the owner's death.

Trust Funding 

• ​We provide instructions and prepare documents transferring assets into a trust, including deeds, letters to financial institutions, assignments of beneficial interests in companies.  All of this ensures that the trust is funded as desired.