Primary Estate Plan

A Primary Estate Plan is ideal for persons with young children.  It provides a complete estate planning solution to manage property for children, appoint a trustee, appoint a guardian, and direct the distribution of assets.  

A Primary Estate Plan is based on probate as the method for post-death distribution of property.  Therefore, a last will and testament ("LWT") is used to create instructions for delivering property to heirs.  A LWT must always be admitted to probate before it can be used.  Likewise, a personal representative must be appointed by the probate court to carry out the instructions in the LWT. 

A Primary Estate Plan provides numerous benefits even though probate is required:

• Directs the distribution of property upon death
• Appoints a personal representative to distribute property
• Appoints a trustee to manage property for minor children
• Appoints a guardian to care for minor children
• Appoints a person to manage property upon incapacity
• Appoints a person to direct medical care upon incapacity
• Lowest cost estate plan

A Primary Estate Plan includes all of the following items.  Click on each one to learn more.

• Consultation with Attorney
• Last Will and Testament
• Testamentary Support Trust for Children
• Power of Attorney
• Health Care Directive
• Parental Appointment of Guardian for Minor Children
• Instructions to Fund a Children's Support Trust
• Binder of original documents on archival paper
• Flash drive for digital copy of documents