ESTATE PLANNING DOCUMENTS

Homeowners

Last Will and Testament

A Will is a legal document that coordinates the distribution of your assets after death, allows you to appoint guardians for minor children, and set up trusts for minor children and grandchildren.

Do I need a Will?

Three Generations

Health Care Power of Attorney


Allows you to appoint someone to make healthcare decisions for you if your treating physician determines that you lack capacity to make healthcare decisions for yourself.

Do I Need a Health Care Power of Attorney?

Happy family

Living Will

A Living Will, also called an Advanced Directive, is a document that allows people to state their wishes for end-of-life medical care, in case they become unable to communicate their decisions.

Do I need a Living Will?

Woman & Doctor

HIPAA Release

This documents allows individuals to authorize their healthcare providers to disclose their protected health information.

Why do I need a HIPAA Release?

Father and Son

A Trust is an arrangement under which one person, called a trustee, holds legal title to property for another person, called a beneficiary.