Wills/trusts
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estate planning 101

Let us be here for you as you work towards your goal of ensuring financial security for your family.  Complete a simple intake, schedule a free consultation with an attorney!

Estate Planning Intake

Email completed intake to:
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Revocable Living Trust

is contract between you and yourself, with a Trustee managing assets for the beneficiaries.  The goal is to avoid expensive probate. 

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Durable Power of Attorney

for property management (life insurance, retirement accounts, 401K, IRAs, and you can name the trust as a contingent beneficiary

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Advanced Healthcare Directive

to ensure your end of life wishes are carried out as directed by you 

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Nomination of Guardian

if you have minor children

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Will

a pour over will is included in your estate planning for the assets that already have beneficiaries  

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General Assignment of Personal Property into Trust

is a document that transfers personal property to trust

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Certification of Trust for Funding Purposes

certifies funding of trust

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Trust Transfer Deed

certifies funding of trust

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Funding Letter

Allocated assets to the Trust 

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