ESTATE PLANNING

We strive to provide clients with a complete and detailed Estate Planning Package.  The Estate Planning Package includes a folder or notebook with a CD-ROM of all executed Estate Documents.  The Estate Documents in our package includes the following:

  • Last Will and Testament

  • Statutory Durable Power of Attorney

  • Medical Power of Attorney

  • HIPAA Release

  • Directive to Physicians (Living Will)

  • Declaration of Guardian for Adult or Minor Children

  • Trusts