Estate & Personal Planning

It is important to ensure your intentions and final wishes are well documented. Our office can assist you in reviewing your estate planning needs in detail. We will draft the proper documents to ensure that your personal and/or financial affairs are taken care of.

It is imperative to have an up-to-date will as it is a critical tool for the designation of an executor to administer your estate upon your passing. A properly drafted estate planning document will minimize the costs of probate and administration of your estate upon your passing. A will outlines your wishes for the distribution of your assets, guardianship of any minor children, and provides a peace of mind for you and your loved ones.

Personal Planning documents provide clarity surrounding your health, financial, and/or legal decisions. Whether you need to appoint someone to take care of your business, financial, or personal health affairs, we can advise and create the right tools to authorize someone to act or make decisions on your behalf.

Our Estate & Personal Planning Services Include:

  • Estate Planning and Consultation
  • Last Will and Testament
      • Simple wills with disbursement of estate to beneficiaries
  • Power of Attorney (General, Restricted/Specific, or Enduring)
      • For financial and/or legal decisions
  • Representation Agreement (With or Without Broader Powers)
      • For health care decisions
  • Health Care Directive (“Living Will”)
      • For end-of-life medical wishes