Estate Planning
Last Will & Testament
Establishes how your assets are distributed and names an executor.
Financial Power of Attorney
Authorizes someone to manage your finances if you're incapacitated.
Healthcare Power of Attorney
Authorizes someone to make medical decisions if you're unable.
Living Will / Healthcare Directive
Documents your wishes for end-of-life medical care.
HIPAA Authorization
Allows designated individuals to access your medical records.
Revocable Living Trust
Avoids probate, provides for incapacity, and manages assets for beneficiaries.
⚠️ Beneficiary designations are legal agreements. Ensure they match your will. Review annually or after major life events.
Execute Healthcare Power of Attorney
This document is critical for medical decision-making if you're incapacitated. It costs little and provides significant peace of mind.
Create Living Will / Healthcare Directive
Document your wishes for end-of-life care. This removes burden from family during difficult times.
Review Living Trust Options
Given your estate value, a revocable trust could simplify probate and provide additional protections. Estimated cost: $1,500-3,000.
Schedule Annual Document Review
Life changes (marriage, children, home purchase, income changes) require estate plan updates. Schedule annual reviews.
Estate Planning Attorney
We can recommend an estate attorney if you need assistance creating or updating your documents.