A Quicker, Simpler Will
When people say they want a will, they usually mean they want a simple estate plan. They want an easy and affordable way to make sure their things go to loved ones or charities when they pass away. They also want a plan that helps them manage their lives if they can’t take care of themselves.
Our simple will is part of a complete estate plan. This plan makes it easy to move your things to your heirs and protects you if you can’t manage your money or healthcare. It doesn’t take much time or money to set up.
Comprehensive Will & Trust
We understand the importance of a well-rounded estate plan, which is why we provide a complete package that includes not just a will or a trust, but both. Additionally, we incorporate general durable power of attorney, healthcare directives, and medical durable power of attorney to ensure all aspects of your estate and personal care are covered. We never draft wills without also providing these essential documents. This comprehensive approach ensures that all aspects of your estate and personal care are covered, offering you peace of mind.
Starting at $1,250
All fees for setting up your comprehensive estate plan, including the will, trust, powers of attorney, and healthcare directives, are included in the $1,250 fee. This ensures that all legal requirements are met and that your wishes are clearly outlined and easily accessible to your loved ones.
We Provide Comprehensive Estate Plans
We believe in providing a complete and thorough approach to estate planning, ensuring that all aspects of your assets and personal care are managed according to your wishes. Here’s why we integrate a will, a trust, power of attorney, and medical directives into a single, comprehensive package:
1. Ensuring Seamless Asset Distribution
A will alone is not enough to manage your estate efficiently. By including a revocable trust in your estate plan, we help you avoid the lengthy and costly probate process. This means your assets can be distributed to your beneficiaries more quickly and without public disclosure. The trust acts as a living document, effective immediately upon signing, allowing you to manage your assets throughout your lifetime.
2. Comprehensive Care in Case of Incapacity
We understand that life’s uncertainties can affect anyone at any time. By including a general durable power of attorney and healthcare directives in your estate plan, you ensure that trusted individuals can make financial and medical decisions on your behalf if you become incapacitated. This avoids the need for burdensome guardianship proceedings and ensures that your preferences are respected.
3. The Role of a Trustee vs. an Executor
A trustee is appointed when the trust is created and begins their duties immediately, managing your assets and financial affairs. This ensures that there is no gap in the management of your estate. In contrast, an executor is only appointed after your death and must navigate the probate process, which can be time-consuming and public. By having a trust, you ensure continuous and private management of your affairs.
4. The Safety Net of a Will
While we focus on trusts for efficient asset management, a will serves as a crucial safety net. It captures any assets not included in the trust during your lifetime, ensuring they are distributed according to your wishes. This is particularly important for assets like retirement accounts or new acquisitions that might not be immediately transferred to the trust.
5. Simplified Legal and Financial Management
Having a comprehensive estate plan that includes a trust, a will, and powers of attorney simplifies the management of your affairs. It reduces legal fees, avoids court interventions, and ensures that your family can focus on their well-being rather than navigating complex legal processes.
6. Peace of Mind
Our holistic approach to estate planning offers peace of mind. You can rest assured knowing that all aspects of your estate and personal care are covered. This comprehensive protection ensures that your wishes are honored and your loved ones are cared for in the event of incapacity or death.
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