What is a Comprehensive Estate Plan?
A comprehensive estate plan gives you and your family peace of mind by protecting your loved ones, your values, and your assets.
 
Estate plans are organized with either a Will or a Revocable Living Trust as the central document.  Wills and Living Trusts differ in the amount of time it takes distribute your assets after you pass, the amount of effort it takes to set up initially and maintain over time, the level of privacy they afford, and whether your estate has to pass through probate or not.  For more information on Wills and Living Trusts  click here.  

A comprehensive estate plan typically consists of the following documents:

  1. A Will that sets forth who receives your assets when you pass and designates a guardian for minor children (if applicable) AND/OR
  2. A Living Trust that designates who receives your assets when you pass and how those assets should be managed until they are distributed according to your wishes.
  3. A Durable Power of Attorney for Finance that designates someone to make decisions and manage your financial assets that are outside of a living trust if you become disabled or incompetent.  
  4. A Living Will and Power of Attorney for Health Care that appoints an agent to make health care decisions for you, if you are unable, and sets forth your wishes concerning end-of-life care.  For more information on selecting your health care power of attorney, click here.
  5. A HIPAA Authorization that allows your health care providers to discuss your medical conditions with your designated agents.

Ready to Get Started on Your Estate Plan?