A comprehensive estate plan includes the following documents:

• Financial and Medical powers of attorney documents

• A “pour-over” will

• Real property deeds

• Business transfer resolutions, and

• A revocable living Trust

Having both a Will and a Trust works like a private contract: no probate fees, no waiting, and no hassles. 

Getting Started

Aside from booking an initial, free 30-minute consultation, you should compile all of your financial information.

The three most important questions in preparing to complete your estate plan are:

1. What assets do you own? (Residence/income property, bank/brokerage/retirement/savings accounts, stocks, shares in privately-held businesses, etc.)

2. Who should be put in charge of distributing your assets? A family member, close friend or a professional fiduciary are all options.

3. Who are you planning on giving your assets to?  This could be to friends, family, charities, etc.