Estate Planning
Maybe you have all your decisions made, or maybe you just know you need to do "something." Whether you have an estate plan that needs to be updated or are starting from scratch, call today for an appointment so we can make a plan that's right for you.
Let's Make a Plan.
We can help you make or update a variety of estate planning documents, such as wills, trusts, or powers of attorney.
Megan has found that many of her clients need groups of documents for a cohesive estate plan, so in addition to a la carte documents, she offers the packages below.
Estate Planning Packages
Comprehensive Estate Plan with Trust
Direct-to-Beneficiary Supplementary Estate Plan
Direct-to-Beneficiary Supplementary Estate Plan
Establish a plan that starts now and seamlessly continues after you are gone.
- Provides flexibility and broad coverage to ensure your goals are met.
- Built-in transitions to take care of things if you lose capacity or die.
- Can avoid probate.
- If you have minor children, name the people of your choice to raise them if you were gone.
- Options include distributing assets to your beneficiaries over time, holding assets until a child reaches a certain age, and more.
This package includes:
A trust, "pour-over" will, durable power of attorney, durable power of attorney for health care decisions, living will, and one deed.
Direct-to-Beneficiary Supplementary Estate Plan
Direct-to-Beneficiary Supplementary Estate Plan
Direct-to-Beneficiary Supplementary Estate Plan
This plan works with pay-on-death and transfer-on-death designations to quickly get your assets to your beneficiaries while still providing for your care today.
- Can avoid probate without a trust.
- Provides for your care during your lifetime.
- Beneficiaries receive your assets after you are gone without the risks of co-ownership during your lifetime.
- Provides back-up coverage in case you forget to make a beneficiary designation.
This package includes:
A transfer-on-death or beneficiary deed, last will and testament, durable power of attorney, durable power of attorney for health care decisions, and living will.
Basic Coverage Estate Plan
Direct-to-Beneficiary Supplementary Estate Plan
Basic Coverage Estate Plan
Take care of yourself and the most important people in your life.
- Direct where your assets should go at your death.
- If you have minor children, name the people of your choice to raise them if you were gone.
- Establish point people to care for you and carry out your wishes.
This package includes:
Last will and testament, durable power of attorney, durable power of attorney for health care decisions, and living will.
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