Estate Planning Packages
A strong estate plan is built around your family, property, health-care wishes, and goals. Estate Planning America explains the available documents and prepares a plan tailored to your circumstances.
Every engagement is customized. Not every document shown below is appropriate for or included in every matter. Your engagement agreement identifies the documents and services included in the agreed scope of work.
Estate-Planning Documents
Your attorney will explain which documents are appropriate for your family and goals.
Revocable Living Trust
Provides instructions for the management and distribution of property that is properly placed in the trust and may help avoid probate for those assets.
Short-Form Trust Agreement
A concise trust certification that may be used when a financial institution needs confirmation of the trust’s existence and authority.
Last Will and Testament
States how property governed by the will should be distributed and can name a personal representative. A will does not by itself avoid probate.
Financial Power of Attorney
Authorizes a chosen agent to handle specified property and financial matters during the principal’s lifetime.
Advance Health Care Directive
Records health-care instructions and allows a person to name an agent to make health-care decisions if needed.
Assignment of Tangible Personal Property
May assign qualifying personal belongings, such as furniture, jewelry, and keepsakes, to a trust.
Funding Guide
Provides general information for clients who need to place appropriate property into a trust. It is not an asset-coordination service.
Estate Settlement Handbook
Provides general guidance to help loved ones understand common estate-settlement responsibilities.
A Clear Planning Process
Free Initial Consultation
Discuss your goals, concerns, family circumstances, and the type of planning you may need.
Planning Meeting
Identify the legal decisions and documents that fit the agreed scope of work.
Document Preparation
The attorney prepares your estate-planning documents and explains the completed plan.
Document Delivery & Signing
Receive your completed estate-planning documents with clear instructions for the next steps. If signing assistance is requested as part of the engagement, a signing appointment may be scheduled.
Start with a conversation
Schedule a free initial consultation to discuss which estate-planning documents may fit your family and goals.