Category: Technical

Estate Planning includes several different types of documents and services. 

Here’s what we provide as a baseline:

  • Pour Over Will
  • Trust Agreement
  • Power of Attorney
  • Advanced Healthcare Directive
  • Personal Property Memorandum
  • Assignment of Personal Property
  • Asset Inventory
  • Funding Instructions
  • DocuBank Membership
  • Kids Protection Plan
  • Legacy Interview

There are many other things that can be added, such as a Pet Trust, a Special Needs Trust, etc… These can be addressed during the design meeting.