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Taking care of your future

by giving security and peace of
mind to you and your loved ones.

Estate Planning & Notary Public Services

Estate plans ensure your assets go to your loved ones and to protect your family from going through the cost of probate, stress and potential loss of assets.  Be confident that those who are designated, handle your financial and healthcare needs. 

 

We are all facing the true reality of loss, in this time of Covid you owe it to yourself to do your estate planning and make sure you, your hard-earned assets and most importantly, your loved ones, are protected.

Full Estate Plan
Plan Includes

  • Living Trust  (New or Restated)

  • Last Will & Testament

  • Deed to Revocable Trust (1)

  • Certification of Trust

  • Assignment of Personal Property 

  • Power of Attorney for Financial Matters

  • Healthcare Directive 

  • HIPAA Authorization

  • Disposition Instructions

  • Misc. Documents

  • Notary Services Included

       

 

Will/Power/Health
Plan Includes

  • Last Will & Testament

  • Power of Attorney for Financial Matters

  • Healthcare Directive 

  • HIPAA Authorization

  • Disposition Instructions

  • Notary Services Included

Property
 

Deed to Revocable Trust

  • Deed to a Revocable Trust

  • Interspousal Transfer Deed

Notary Services

Included with Full Estate Plan and Will / Power/ Health plans

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