Estate Planning

Represented a family in the estate planning process. 

Met with and compiled the family’s estate planning information, confirmed the family’s preferred transfer mechanism and prepared the respective documents.   Prepared a will and corresponding testamentary trust, living will, powers of attorney and healthcare appointments.

Represented a single person in the estate planning process. 

Met with and compiled the individual’s estate planning information, confirm their preferred transfer mechanism and prepared the respective documents.  Prepared a will, living will, powers of attorney and healthcare appointments, and assisted the client address the transfer of digital assets.

Last Will & Testament

Assisted family with the preparation of a will and corresponding testamentary trust, living will, powers of attorney and healthcare appointments.

Digital Estate Planning

Assisted single mother with the preparation of a will, living will, power of attorney and healthcare appointment, as well as specific funeral instructions and a means to ensure transfer of digital assets to her beneficiaries.