What is an Estate Plan?
Estate Plans are documents used to protect loved-ones and assets before you pass away. Without an estate plan before you die, a court will make orders regarding your assets and minor children.
Estate Plan documents primarily consist of:
• Will (used alone when assets are nominal; assigns special gifts, names guardians for minors; appoints executors). Effective after your life. Does not prevent Probate but does direct it to follow your instructions.
• Will & Trust (for all homeowners; assigns special gifts, names guardians for minors; appoints Trustees. Effective during your life & after. Avoids probate.
• Deed Transfers – Assigns real property to Trust.
• Advance Healthcare Directives (AHCD) - - Appoints agent to manage medical needs when you cannot during your life.
• Power of Attorney (POA) - Appoints agents to manage financial matters when you need assistance or otherwise cannot and is only effective during your life.
• Other Less Common Documents: Special Needs Trust; Asset Protection Trusts; Irrevocable Life Insurance Trusts, Qualified Primary Residence Trust
CREATE YOUR CUSTOMIZED ESTATE PLAN
Do it Yourself: Fill-out & submit questionnaire then
documents will be delivered via email
with access to your digital vault
Estate Planner Assisted: A certified estate planner will assist with all documents, create your digital vault & provide you with all documents & instructions
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