Our Services
Living Trust
This document set also includes the provision of a roadmap of the Trust's structure in addition to customized ancillary documents that may include but are not limited to the following:
- Affidavit or Certification of Trust
- Pour-Over Will
- Financial Power of Attorney
- Living Will
- Medical Power of Attorney
- Assignment of Personal Property
- Memorandums for specific distributions
- Additional state specific directives
- Roadmap of the Estate Plan
Last Will and Testament
Will based estate plans can be drafted for either individuals or married couples. This document set also includes the provision of customized ancillary documents that may include but are not limited to the following:
- Living Will
- Medical Power of Attorney
- Financial Power of Attorney
- Personal Property Assignments and personal property memorandums
- Additional state specific directives
- Roadmap of the Estate Plan
Planning for Children
We look forward to launching drafting services for planning of the children of the estate plan's grantor(s)/trustmaker(s)/testator/testatrix soon. These services will include:
- Kid's Protection Planning / Minor-Children Custodian Directives
Planning for minor children - Young-Adult Directives
Planning for children between the ages of 18 - 25
Estate Plan Funding
Our concierge estate plan funding services will be launched in 2023. We look forward to the opportunity to collaborate with you and your clients to align their assets with their estate plans.
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