Instruments and Documents Prepared
The Firm is capable of preparing a comprehensive set of documents
to complete your plan. Without making an extensive list, we prepare:
- General, Limited, Medical, and Statutory Powers of Attorney
- Designation of Guardians
- Health Care Directives
- Testamentary Trusts, Irrevocable Life Insurance Trusts, Grantor
Retained Annuity Trusts, Educational Trusts, Charitable Remainder
Trusts, and Bypass or Credit Shelter Trusts
- Business Succession Buy-Sell Agreements
- Family Limited Partnership Agreements
- Limited Liability Companies Articles of Organization
- Community Property Partition and Trust Funding Agreements
Estate Plan Updates: Our Process and Free Estate
Plan Record Saves You Money
We work with you to draft documents to prepare a comprehensive
and flexible estate plan that is designed to protect your assets,
ensure that your assets are distributed according to your wishes
with the smallest expense, and provide for your family. Our planning
process starts by gathering information necessary to help you understand
whether you need a basic, intermediate
or complex estate plan.
Advantageously, the first step in preparing your plan begins with
completing our free Estate Plan Record.
This record reflects all the relevant information that we would
need in order to draft your estate plan and to a great extent all
of the information needed to administrate your estate. Once this
comprehensive record is completed, it is easily reviewed and updated
saving you and your heirs and beneficiaries valuable time and money.
Completed plans should be reviewed at regular intervals, upon special
lifetime events, and when changes occur in the applicable laws.
We offer custom annual reviews that begin with an update of your
Estate Plan Record. We use your updated Record to create an updated
model of your estate plan and make the appropriate recommendations.
In the event that your record does not need to be updated for lifetime
events, changes in the applicable laws are the only issue that needs
to be addressed in an update of your plan. This saves you time and
money in the update process, and ensures that your estate plan reflects
changing conditions in your life as well as the continued support
and care of your loved ones.