Wills & Trusts

You want to feel confident about your estate planning. No matter what your financial situation is, take charge by documenting your assets and health care choices now, while you are able. I will help guide you through this process and assist you in answering the important questions, such as:

  • Who will sign legal documents for you if you are ill, incompetent, or unable (e.g. if you are out of the country)?
  • Will your doctors follow your wishes regarding end-of-life care?
  • Who will be granted custody of your minor children if you die?

I can prepare these important documents to ease your mind:

  • Last Will and Testament – memorializes your decisions about how your assets will be distributed at your death and who will serve as the personal representative of your estate
  • Durable Power of Attorney – designates a person who can make financial decisions on your behalf
  • Designation of Health Care Surrogate – designates a person who can make medical decisions on your behalf if you are unable
  • Living Will – sets forth your desires for end-of-life medical care (i.e. the withholding of life prolonging procedures)
  • Declaration of Pre-Need Guardian – establishes your choice for a guardian should a need arise in the future, either for yourself or your children
  • Revocable Living Trust – creates a vehicle for avoiding probate (may be coupled with other estate planning tools such as a payable-on-death accounts, jointly held property and life estate deeds) for the purpose of saving money and protecting the privacy of your estate

My experience in these areas can give you peace of mind as I tailor my services to fit your needs. Please call me today at 386.846.1489 to learn how I can help you navigate this sometimes confusing process.