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Basic Estate Planning Documents

Last Will & Testament
  • Sets forth how your personal effects and other probate assets are to be distributed at the time of your death;
  • Appoints an executor or personal representative to carry out and administer your estate;
  • Designates a guardian for any minor children at your death; and;
  • Prevents mismanagement of an inheritance by establishing a trust for younger beneficiaries with distributions of principal at certain ages and additional distributions as needed for health, education, maintenance, and support.
General Durable Power of Attorney
  • Appoints an individual to handle your financial affairs if you become disabled or otherwise incapacitated.
Health Care POA
  • Appoints an individual to make your healthcare decisions if you become disabled or otherwise incapacitated.
HIPAA Authorization
  • Authorizes release of information by your healthcare providers in accordance with the Health Insurance Portability and Accountability Act.
Living Will Declaration
  • Instructs your doctors and physicians with regard to life-prolonging measures and medical treatment when you are in an irreversible state and death is imminent.