Estate Planning

Every adult should have documents in place which will distribute their real and personal property to their desired beneficiaries upon their death.

During the estate planning process you will be assisted in identifying the assets you own, how they are titled, the value of each, and which assets are subject to probate upon your death in contrast to assets that may not need to be probated.

You will be advised on estate planning options including:

*revocable living trust with a pourover will

*testamentary trust will

*simple will

*special needs trust for a disabled person

If you have minor children you will be advised on how to nominate guardians and conservators for them.

You will be advised on the nature and usefulness of various powers of attorney and a living will:

*durable financial power of attorney in the event of mental or physical inability to handle financial matters

*health care power of attorney in the event of inability to make or communicate health care decisions

*mental health care power of attorney

*living will with end of life instructions

Your estate plan will nominate a Personal Representative and/or a Successor Trustee to handle the distribution and closing of your estate after your death.