Estate Planning Packages

A Simple Last Will and Testament alone ensures that your estate will be involved in the probate process. A Will is literally an instruction to the Probate Court requesting that court assure that the decedent’s taxes and expenses are paid and then the remainder of the estate is handled in the manner the decedent described in the Will.

Package Includes:

• Last Will and Testament
• Power of Attorney for Financial
• Power of Attorney for Health

A Revocable Living Trust is the retitling of assets. Assets titled in the name of the Trust avoid probate. A Trust does not restrict you from continuing to use your property as you wish during your lifetime. A Trust also includes a “Pour-Over Will.” This document “catches” any assets that were held in your name alone at your death and “Pours Them Over” into the Trust to be handled as you have directed in that document to the person you appoint as your Successor and is a great instrument to deal with personal property. Trusts also avoid family feuds!

Package Includes:

• Revocable Living Trust
• Certificate of Trust
• Pour Over Will
• Power of Attorney for Financial
• Power of Attorney for Health
• Final Dispositions
• Quit Claim Deed

All Trusts Come In A Binder With Summaries And Tabs