We can assist you in making a plan now that protects your interests and the future interests of your family.
We help clients prepare the following documents:
- Wills: A Will is a legal document that sets forth your plan for the distribution of your assets upon your death. Sometimes a Will designates who will receive your assets and how. It may establish a testamentary trust to provide for minor children, for example. When you have a Revocable Living Trust, then we have the will provide that any assets that may be subject to probate are to be distributed to your trust, which is where your plan is set forth for the distribution of assets. This is called a “pour-over” will.
- Trusts: A trust is a legal document that is an agreement that provides for assets to be held in trust, with a Trustee to hold property, manage property and distribute property to the designated beneficiaries. There are many different types of trusts for different purposes.
- Powers of attorney:Through a power of attorney you designate a loved the right to make medical, financial, and personal decisions on your behalf when you cannot make decisions for yourself.
- Living wills: A living will documents an individual’s wishes in regard to medical treatment and end-of-life care if that individual is unable to make decisions because they are incapacitated.
There may be additional tools available to help you meet your needs and goals. Contact our office to learn what options may be right for you now and after the death of a loved one during the probate and estate administration process.