Did you know that only 4 out of 10 adults have some type of estate plan in place? Estate planning is often seen as a task for the elderly or sick. While it is important to have these types of documents in place for the elderly and sick it is as equally important to have them in place for every adult.
Whether you are a new freshman in college to a newly retired individual it is important that you make your wishes known to the your loved ones and care providers. Estate planning not only covers what happens when you pass away but also incorporates "living documents" such as a Power of Attorney, or Medical Directive. These documents allow for you to make decisions in cases where you are alive but unable to make those decisions for yourself.
We will walk you through each and every document to ensure you understand what they are and if they are needed for your individualized estate plan. Please see a list below of the documents that we offer in our estate plans.
Common Estate Plan Documents
Last Will and Testament
Enhanced Life Estate Deed (Lady Bird Deed)
Power of Attorney
Our team will consult with you in a free consultation to determine what documents would be the best fit for you and your loved ones. Contact us to take the next steps in your Estate Plan.
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