Our Services
WILL ESTATE PLAN PACKAGE
Will
Memorandum for Disposition of Personal Property
Instructions for Disposition of Last Remains
Medical Power of Attorney
Financial Power of Attorney
Advance Directive (Living Will)
REVOCABLE LIVING TRUST ESTATE PLAN PACKAGE
Trust Agreement or Restatement
Certificate of Trust
Statement of Authority
Deed (1)
Trust Funding Memorandum
Pourover Will
Family Agreement (for couples)
Memorandum for Disposition of Personal Property
Instructions for Disposition of Last Remains
Medical Power of Attorney
Financial Power of Attorney
Advance Directive (Living Will)
With Minor Children:
- Appointment of Guardian
- Parents Delegation of Rights
RESTATEMENT OF TRUST
For individuals who have moved states from where their original trust was executed.
TRUST AMENDMENT
For individuals who want to revise, omit, and/or add provisions to an existing trust.
LIVING DOCUMENT PACKAGE
Medical Power of Attorney
Financial Power of Attorney
Advance Directive (Living Will)
Deed (optional)
Minor Children (optional)
- Appointment of Guardian
- Parents Delegation of Rights
GUARDIANSHIP PACKAGE
Appointment of Guardian
Parents Delegation of Rights
PROBATE/ESTATE ADMINISTRATION
Probate is the judicial process through the court system to ensure the legal transfer of assets from the deceased’s name to the names of the deceased’s legal heirs or beneficiaries.
For individuals needing to open probate, prepare notices and related paperwork for court filing, or guiding a trustee or executor through the estate administration process.
***Administrative and filing tasks will be billed at a lower hourly rate.
WILL ESTATE PLAN PACKAGE
(WITH MINOR CHILDREN)
Will with Testementary Trust
Memorandum for Disposition of Personal Property
Instructions for Disposition of Last Remains
Medical Power of Attorney
Financial Power of Attorney
Advance Directive (Living Will)
Appointment of Guardian
Parents Delegation of Rights
CODICIL TO WILL
For individuals who want to revise, omit, and/or add provisions to an existing will.