We can help guide you through the complexities of securing your financial future. We don’t simply take documents off the shelf, dust them off and insert your names in the blanks. We work closely with you to protect your assets, ensuring your loved ones are cared for and your legacy is preserved. As your trusted advisor, we provide personalized strategies that give you peace of mind today and confidence for tomorrow.
DOCUMENTS
Please fill out the checklist below, so we can start preparing your estate planning documents.
That everyone’s estate planning needs are different and we will design your estate planning documents, including Wills, Revocable Trusts, Living Wills, Durable Powers of Attorney, Guardian Memoranda and Special Needs Trusts to fit your exact situation. We can also help with conservatorship and guardianship matters. When a loved one passes away, we can assist with the administration of the Probate Court.
Guardian Memorandum: This document allows you to designate who you want to care for your minor children should they need it.
Appointment of a Health Care Representative: This document allows you to appoint someone to act in your best interest and make health care decisions when you are unable to do so.
Living Will/Health Care Instructions: This document allows you to designate what types of life support you do or do not want.
Anatomical Gifts: This document allows you to express your wishes with respect to organ donation.
Designation of a Conservator: In the event you become incapacitated and a conservator is needed, you want to choose the appropriate person to handle your affairs.
Powers of Attorney: There are different types of Powers of Attorney. We will help you choose the one that most suits your needs. A Power of Attorney designates someone to handle your financial affairs during your lifetime prior to and/or after incapacity.