What is a Revocable Trust
A revocable trust is designed to avoid probate, saving time and cost, and avoiding the public disclosure associated with probate proceedings. By creating a revocable trust, you ensure that your assets are managed and distributed according to your wishes without the lengthy probate process.
A revocable trust is designed to avoid probate, saving time and cost, and avoiding the public disclosure associated with probate proceedings. By creating a revocable trust, you ensure that your assets are managed and distributed according to your wishes without the lengthy probate process.
Revocable Trusts
How it Works
Your trust keeps your instructions and financial affairs private. The trust is a living document, meaning it is effective immediately upon signing. The trustee, often the client, can manage their assets and financial affairs right away. We help you set up these powers of attorney to ensure your instructions are carried out smoothly.
What’s Included
Your estate portfolio includes your Trust, Will, Financial Durable Power of Attorney (FDPOA), Medical Durable Power of Attorney (MDPOA), clear outline of the distribution of your personal tangible property (clothes, jewelry, collectibles, etc.), and basic instructions for your funeral and memorial. The portfolio is designed to make these documents digestible and accessible to you and your loved ones when the need arises.
Healthcare Directives and Medical Durable Power of Attorney
These documents ensure that medical decisions can be made promptly and according to your wishes in the event of incapacity, without the need for a burdensome guardianship proceeding.
These documents ensure that medical decisions can be made promptly and according to your wishes in the event of incapacity, without the need for a burdensome guardianship proceeding.
How it Works
Healthcare directives and a medical durable power of attorney allow you to appoint someone to make medical decisions on your behalf if you are unable to do so. This ensures your healthcare preferences are respected.
What’s Included
We assist you in setting up healthcare directives, including HIPAA authorizations and donor forms, to ensure your medical wishes are clear and enforceable.
General Durable Power of Attorney
A general durable power of attorney allows an appointed agent to manage your financial affairs if you become incapacitated, ensuring that financial matters are handled without court intervention.
A general durable power of attorney allows an appointed agent to manage your financial affairs if you become incapacitated, ensuring that financial matters are handled without court intervention.
How it Works
This document grants your appointed agent the authority to handle financial transactions, ensuring bills are paid and financial matters are managed according to your wishes.
What’s Included
Your estate portfolio will include the general durable power of attorney document, providing clear instructions for your appointed agent.