Documents

Whether you’re just beginning your estate planning journey or have an established plan, we’re here to guide you every step of the way. As your estate evolves, so do the advantages and protections we offer.

Will and Last Testament

A Will and Last Testament is a legal document that outlines your wishes regarding the distribution of your assets and the care of any minor children after your passing.

Living Will

A Living Will specifies your preferences for medical treatment in situations where you are unable to communicate your decisions due to illness or incapacity.

Power of Attorney

A Power of Attorney grants a trusted person the authority to make financial or legal decisions on your behalf if you become unable to do so.

HIPAA Authorization

A HIPAA Authorization allows your healthcare providers to share your medical information with designated individuals, ensuring they can make informed decisions on your behalf.

Irrevocable Trust

An Irrevocable Trust is a trust that cannot be modified or revoked after its creation, offering potential tax benefits and protection of assets from creditors.

Revocable Trust

A Revocable Trust allows you to retain control over your assets during your lifetime, with the flexibility to modify or revoke the trust at any time.

Certification of Trust

Provide this document to third parties in place of a copy of the Trust. This contains a summary of key provisions from the Trust but does not reveal other personal details.

Schedule of Assets

The Schedule of Assets is a list of the assets that you hold in your Trust and subject to the provisions of the Trust.

Bill of Transfer

Only property that’s owned by a trust can be distributed by it. This can help make things a lot easier when someone passes away and it can also help document just who owns what property.

Bill of Transfer

Only property that’s owned by a trust can be distributed by it. This can help make things a lot easier when someone passes away and it can also help document just who owns what property.

Why create a living trust?

Living trusts allow you to manage the distribution of your assets and ensure your beneficiaries are taken care of without involving probate court. Because trusts bypass the probate process, they offer greater privacy. With a revocable living trust, you retain the flexibility to adjust the terms if your circumstances or wishes change.

Protect your privacy

Keep your personal matters and assets private with a trust.

Keep family out of probate court

Spare your loved ones from the expenses and delays that may result from the probate process. Avoid multistate probate if you own real estate in another state.

Avoid bank delays

Help ensure your assets are accessible to your loved ones with less interruption after your death.

We’ll help you at every state of the process

Go over every aspect of your documents, including decisions and inputs, while addressing any questions or concerns.

Questions?
Ask an attorney

Get the right guidance with an attorney by your side. Call an agent at (800) 942-1204

Mon.–Fri. 5 a.m.–7 p.m. PT
Sat.–Sun. 7 a.m.–4 p.m. PT

Ready to Begin? Start Your Estate Plan Today.

Begin your journey to peace of mind and ensure your legacy is in safe hands.

Documents

Will and Last Testament

Living Will

Power of Attorney

HIPAA Authorization

Irrevocable Trust

Revocable Trust

Certification of Trust

Schedule of Assets

Bill of Transfer

Bill of Transfer

Why create a living trust?

Protect your privacy

Keep family out of probate court

Avoid bank delays

We’ll help you at every state of the process

Questions? Ask an attorney

Ready to Begin? Start Your Estate Plan Today.

Questions?
Ask an attorney