Are Your Legal Affairs in Order? Do You Have an Estate Plan?
Trust and Will professionals help safeguard your money and assets from Probate. Protect your loved ones by having an estate plan.
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Why do you need an Estate Plan?
An Estate plan allows you to direct how you would like your assets and money to be distributed to your loved ones and heirs after you passed away. It can also function as a precautionary measure in the event of incapacity.
What does your Estate Portfolio entail?
- Revocable Living Trust
- Certificate of Trust
- Powers of Attorney
- Living Will
- Pour-Over Will
- Advanced Directive
- Funding Letters
- Warranty Deeds, Corporate and LLC amendments