Everyone needs estate planning services.
You may think because you “don’t own much” that you do not need estate planning services. However, that isn’t necessarily the case. If you die without a will, your estate will still be processed by the courts, but your family may have to deal with a lengthy and complex process. What if you die owing money? What if you have children who are minors? These are the types of issues your “next of kin” might be forced to address if you die “intestate” or without a will.
I offer a comprehensive package that includes:
This document determines “who gets what” from your personal property, real estate and certain bank accounts. We will also discuss whether your accounts and real estate should have “rights of survivorship,” and how to designate beneficiaries for assets that pass outside the will, such as IRAs, 401(k)s, life insurance proceeds.
General Power of Attorney
This document allows another person, usually your spouse or significant other, to legally act in your stead while you are still living, but incapacitated. It can be used for short-term or long-term situations.
Healthcare Power of Attorney
This document allows another person, usually your spouse or significant other, to make decisions about your medical treatment if you are unable to do so.
Advance Directive or “Living Will”
This document works together with your HCPOA to guide your designee as to your wishes and instructions. It can address issues such as what level of life support is desired in the event of an incurable illness, brain death, coma, or other specified medical situations; use of artificial hydration and nutrition; organ and tissue donation.
A discount is provided if you and a family member or partner purchase the package at the same time. I can also file these documents with the Register of Deeds and other entities as required.
Some basic trust services are also available.