ESTATE PLANNING

Estate planning is not only for the wealthy—everyone can benefit from ensuring their assets and finances are properly taken care of after their death.

If you have a minor child or children you are able to ensure affairs are in order for them in the event your death occurs while the child(ren) are still minors.

Estate planning also involves giving permission to family members or an attorney to carry out your wishes if you become incapacitated while still alive.

These are a few forms we assist with:

Will/Trust

Durable power of attorney

Beneficiary designations

Letter of intent

Healthcare power of attorney

Guardianship designations

*A CONSULTATION MUST BE BOOKED BEFORE WE CAN BEGIN HELPING YOU WITH THIS SERVICE*

*REFERRALS: ANY CLIENT YOU REFER THAT GETS A SERVICE, YOU WILL RECEIVE $25 (EXCEPT FOR NOTARY SERVICES)*