Use our secure site, to create your account, answer a series of questions about your personal situation using our dynamic Interview which can be completed in one or more sessions as needed. This information will be used to create your Documents.
Once you have created your account, you may start the interview process or we can schedule a telephone consultation to answer any questions to ensure your estate plan is customized to fit your specific situation.
Once you have completed the Interview, your customized estate planning documents will be emailed to you along with instructions on how to properly sign your documents, notarization and how to transfer assets to your trust (if applicable).
A will is a document that governs the ultimate disposition of everything that you currently own. A will has no application during your lifetime and only springs into operation upon your death. At the time of your death, everything you own becomes what is referred to as your “probate” estate.
Many people are turning to revocable living trusts as a way to avoid probate since trust assets are transferred to the trust while you are alive and the trust document provides instructions and the power to dispose of them upon your death or incapacity.
A power of attorney (POA) is a legal document in which an individual, called the principal, chooses to authorize another person to act on his or her behalf for any purpose spelled out in the document. It is commonly used to delegate the management of parents’ financial affairs to someone else, if and when they lose the capacity to manage their own affairs.
Advance directives are designed to outline a person’s wishes and preferences in regard to medical treatments and interventions. When a patient is incapable of making his/her own medical decisions, a health-care proxy can act on the patient’s behalf to make decisions consistent with and based on the patient’s stated will.
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