Financial & Estate Planning

When you die, whether you have a will or not, your estate will pass through Probate. The court will have control of your legacy and your inheritance. However, if you have a Living Trust, then upon your death, your assets can be distributed directly to your heirs. A Revocable Living Trust is a tool to avoid Probate Court. There is no delay. Unlike a Will, which becomes a public record when it is recorded, the Living Trust is a private document.

The Living Trust Package

Our Living Trust Package includes all required documents, such as a:

• Statutory Durable Power of Attorney
• Living Will (Directive to Physicians)
• Pour-Over Will
• HIPAA (The Privacy Act
• Medical Power of Attorney
• Declaration of Guardian