A Word From Our Director
- Personal Representative in Your Will
- Successor Trustee for Your Revocable Living Trust or Charitable Remainder Trust
- Attorney-in- Fact (Durable Power of Attorney)
- Healthcare Surrogate
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Essential Estate Planning Documents
A will is a legal document used to express your last wishes. It dictates how your estate will be distributed after death.
This gives an individual the ability to make financial decisions in the case that you become incapacitated and cannot handle matters yourself.
This legal document allows you to appoint an individual(s) to make decisions about your healthcare if you become unable to do so.
This legal document states your expressed wishes for medical care if you were to be under certain end-of-life medical circumstances.
This is a popular, probate-avoiding estate planning tool used to determine who gets your estate after your death.