A Basic Estate Plan uses a last will and testament to distribute your assets upon death.  A will must be admitted to probate, and an executor must be appointed by the court, before assets subject to probate may be distributed.   Therefore, probate proceedings are required to administer a basic estate plan.  The other documents that are part of this plan may be used without probate. 

Read more about probate>>

A Basic Estate Plan includes these documents:

• Last will & testament
• Power of attorney
• Healthcare directive
• Appointment of guardian
• Appointment of funeral representative
• Estate planning roadmap

A Basic Estate Plan is suitable for anyone who meets these criteria:

• Does not desire to avoid probate
• Does not have minor children
• Has relatively simple estate planning needs
• Does not have substantial assets that require management by a trustee for beneficiaries
• Needs a complete estate plan at the lowest cost

A Basic Estate Plan is designed to provide these benefits (which will vary in each case):

• Reduce upfront planning costs
• Coordinate assets to work with estate planning documents for maximum benefit
• Designate any number of beneficiaries
• Designate personal property to be given to specific persons
• Disinherit specific persons
• Manage property for persons under disability or with substance abuse problems
• Appoint an executor to handle probate proceedings
• Appoint an agent under power of attorney to make financial decisions, and handle digital assets
• Appoint a patient advocate to make medical decisions, including withdrawal of life support
• Appoint a guardian to care for minor or adult children
• Appoint a funeral representative to carry out your funeral and burial instructions
• Prevent family disputes

We provide the following services with this plan:

• Consultation to create your plan
• Custom document drafting
• Consultation to review documents
• Witness and notarize documents
• Document binding
• Scan documents to flash drive
• Delivery of original documents and copy on flash drive
• Follow-up consultations as necessary to implement plan