Will & Trust
Legal documents to ensure your assets are managed and distributed according to your wishes.
Product Overview
Proper estate planning with wills and trusts ensures your assets are protected and distributed according to your wishes, while minimizing taxes and avoiding probate complications for your loved ones.
Will Services
- Last Will and Testament preparation
- Guardian designations for minor children
- Asset distribution instructions
- Executor appointment
- Personal property allocation
Trust Services
- Revocable living trusts
- Special needs trusts
- Asset protection strategies
Why Estate Planning Matters
Avoid Probate
Properly structured trusts can help your family avoid lengthy and costly probate processes.
Tax Efficiency
Strategic estate planning can minimize estate taxes and maximize wealth transfer.
Family Protection
Ensure your family is cared for and protected according to your specific wishes.
Essential Estate Planning Documents
Last Will & Testament
Names a guardian for minor children and dictates asset distribution upon death
Children's Trust
Included in Last Will & Testament
Durable Financial Power of Attorney
Names and authorizes who is to make financial decisions if incapacitated
Healthcare Surrogate Designation
Names the person responsible for making healthcare decisions if incapacitated
HIPAA Authorization
Grants another person(s) access to private medical and mental health information
Advanced Directive/Living Will
Instructs physicians intentions for life support if permanently unconscious or terminally ill
Pet Trust
Designates a caretaker and money for the care of pets
Revocable Living Trust/Probate Avoidance
Keeps estate settlements out of the public process of probate
Ask the Right Questions
Take a moment to reflect on these important estate planning considerations:
Do you already have proper arrangements to settle debts and a personal representative to oversee the settlement of your estate?
If you have children, have you specified a caretaker should something happen to you?
Are you aware of the necessary documents that allow you to access your child's medical records and influence medical decisions even after they turn 18?
Are you comfortable letting your children control their inheritance when they turn 18?
Are you comfortable with the state freezing your assets and deciding what happens to your possessions at your death?
Have you identified who will handle your financial and legal affairs should you become incapacitated?
Do you know who will make healthcare and life decisions for you if something happens to you?
Do you know which family members (including your spouse) will have access to your medical info in writing?
Have you acknowledged what treatments to administer or withhold even when recovery isn't likely?
Have you updated your estate plan to reflect your most recent life changes?
If you answered "no" to any of these questions, it's time to take action.
Additional Resources
Explore these helpful resources to learn more about estate planning and get started:
Protect Your Legacy
Don't leave your family's future to chance. Start planning your estate today with proper legal documentation.