Wills & Trusts

With the right estate planning documents in place, you can help your beneficiaries avoid the delays and expenses of probate. We can help with Wills, Living Trusts, Restatement of Living Trusts, Healthcare Directives, Powers of Attorney, and trust transfer deeds.

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    Clients who wish to distribute assets amongst their beneficiaries while avoiding probate upon their death can use this service to draft a living trust document. Package includes: Living Trust, Pour Over Will, Certificate of Trust, Power of Attorney for Finances, Healthcare Directive, and 1 Trust Transfer Deed. Includes notary and recording fees.
    Clients who wish to make changes to their living trust or who wish to rewrite the entire trust may use this service. This includes: Living Trust, Pour Over Will, Certificate of Trust, Power of Attorney, Healthcare Directive, and 1 Trust Transfer Deed. Includes Notary and recording fees.
    Clients who choose to establish their wishes for their estate upon their death may use this service to draft a will – a document that declares what is to be done with their assets, property, and to appoint a Guardian for minor children.
    Clients who choose to establish their wishes for themselves at the end of their lives, their estate, and their surviving loved ones may use this service to draft a Will and other estate planning documents. Package includes: Will, Power of Attorney, Healthcare Directive, and Burial Instructions.
    Clients may use this service to prepare documentation that allows a trusted individual to act on the client’s behalf in matters dictated by the power of attorney document. These may include financial matters, legal matters, and real property transactions.
    Clients may use this service to prepare documentation allowing a trusted individual to make healthcare decisions on the client’s behalf should the client be unable to make them themselves. Healthcare providers are under an obligation to abide by your agent’s requests. This document may specify instructions for the agent and may outline situations in which the agent may take control.

    We provide document preparation services for the following areas:

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