Estate Planning and Trust Packages

Estate planning is a vital step in making sure your final wishes are taken care of just as you would have them be. It involves managing, preserving and/or distributing your assets upon your death.

An Estate Plan can also consider any properties and financial obligations you may have should you become incapacitated for any reason.

Trusts packages are another important part of a well-crafted estate plan. There are a number of different types of trusts and your attorney can help guide you toward what would best meet your specific needs.

Our estate planning document notarization services ensures your documents are properly executed and legally binding, affording you the peace of mind in knowing your legacy is secure.

Estate Planning and Trust Packages

• Beneficiary Designations - These include any fiduciary accounts where beneficiaries are named e.g. retirement accounts, life insurance policies and other accounts with payable on death (POD) or transfer on death (TOD) provisions
• Business Succession Documents – Can be an essential part of estate planning for entrepreneurs. These documents may include partnership agreements, operating agreements, shareholder agreements, and buy-sell agreements
• Financial Planning Documents – These summarize your financial goals, identifies your current situation, and outlines plans and processes to manage your assets, guiding you toward your financial goals
• Guardianship Agreements – These formally outline the responsibilities and limitations of a guardian appointed by the court to care for a minor child or an adult who is unable to care for themselves
• Healthcare Directives & Living Wills – These are legal documents that allow individuals to detail their healthcare preferences in the event they become unable to make decisions and communicate their preferences for themselves
• Last Will & Testament – These are legal documents that outlines how a person's assets will be distributed after their death. It allows you to specify your heirs, name a guardian for minor children, and make other final arrangements
• Power of Attorney (POA) – A legal document that allows one person to grant authority to another person to act on their behalf in financial and healthcare matters
• Property Deed – A legal document that transfers property ownership from one person to another. Property deeds are often included in estate plans
• Trusts - Manages and distributes assets during your lifetime, as well as after death. They can also help your estate avoid probate
• Amendments & Updates – Circumstances can change over time. As a result, your estate plan should be updated as needed through codicils and amendments which modify legal estate documents