Estate planning is for everyone.

“To whom do you want to leave an inheritance?”

“Who should take care of you if you no longer can?”

Everyone can answer these deep questions with an estate plan.

Our estate plans are tailored to honor you and your specific intents and wishes.

Below is an overview of the documents included in a standard estate plan package. Every document is also available as a stand-alone service.

The Last Will & Testament

A public document filed with your local probate court.

Used together with your Revocable Living Trust to act as a safety net that prevents intestacy and facilitates the probate process.

Revocable Living Trust

At its simplest, a Trust is a gift that you make to someone you trust, for the benefit of another person.

Trusts are private documents that can be used in very creative and flexible ways to require that your precise intent and wishes be honored.

Durable Power of Attorney for Financial Matters

A private document appointing a person you trust to make financial decisions on your behalf if you are unable to make decisions for yourself.

Durable Power of Attorney for Healthcare Matters

A private document appointing a person you trust to make medical decision on your behalf if you are unable to make decisions for yourself.

Living Will / Advance Directive

Legal instructions expressing your preferences for medical care if you are unable to make decisions for yourself.

HIPAA Information Release Authorization

Authorizes hospitals and medical providers to release information about your medical records to people you designate.