Estate Planning Services

For those creating an Estate Plan for the first time, which includes a Trust, Will(s), Powers of Attorney, Healthcare Directive(s), and a Quitclaim Deed

For those that previously had an Estate Plan created, but they want to review and perhaps update it with new Trustees and or beneficiaries.

For those that have a trust instrument and want to fund their trust with a new purchase such as real property or an investment account.

For those that need to update a Healthcare Directive(s) and or Financial Powers of Attorney with more up-to-date information.

For 18+ going to college where parents want to discuss financial matters with colleges or act as their healthcare proxy in cases of emergency.

For those with beneficiaries who have either a special need, or their lifestyle warrants controlled distribution by a Successor Trustee.

For estates where the principal has died and the Trustee is responsible for administering the Trust corpus to beneficiaries.