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Legacy Planning

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Estate & Legacy Planning

Protect Your Family’s Future & Assets

Estate planning decisions have a profound impact not only on the people, causes, and organizations you care about most but also on your own well-being during your lifetime.  We’ll help you cover all the bases, so your plans are executed in the way you intended.

 

Our Legacy Planning process includes careful consideration of wills, trusts, advanced medical directives, and power of attorney provisions. Through our strategic partnership, we are able to provide the necessary documentation, affordably and effectively.

Our concierge team is here to help with not only the initial implementation but also ongoing updates and amendments to your legacy plan over the years to come.

 

The Complete Will & Trust Package includes the following:

  • Revocable Living Trust
  • Certification of Trust
  • Assignment of Personal Property
  • Quit Claim Deed of Personal Residence
  • Last Will and Testament “Pour-Over” Will
  • Durable Power of Attorney for Finances
  • Health Care Power of Attorney
  • Burial and Final Instructions Worksheet
  • Asset and Liability Worksheet
  • Instructions for Successor Trustee
  • Power of Attorney and Guardian (if applicable)
  • Financial Audit and Recommendations (optional)

 

We've Got You Covered

Learn more about our Legacy Planning Process
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Estate Planning Documents

Revocable Living Trust

Revocable Living Trust

A Revocable Living Trust, fully controlled by you, allows you to alter, amend, or revoke it anytime. You manage it as the trustee, and after your passing, a successor trustee distributes the assets. You can create sub-trusts for children, set conditions for asset distribution, and include provisions for special needs children to ensure responsible use of the inheritance.
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Living Will & Advanced Medical Directives

Living Will & Advanced Medical Directives

A Living Will and Advanced Medical Directives let you specify medical care preferences if you have a terminal illness or are in a coma. They inform medical professionals of your wishes regarding life support. Your appointed agents serve as guardians of your person. These directives often replace a Living Will, but a Durable Power of Attorney for Healthcare is also required by many providers. A Durable HIPAA Statement allows your agents access to your medical information to make informed decisions.
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Durable Powers of Attorney

Durable Powers of Attorney

Durable Powers of Attorney endure after incapacitation, allowing your agent to make decisions on your behalf. A Durable Financial Power of Attorney appoints an agent to manage assets not in your trust, avoiding costly court fees and protecting privacy. A Durable Power of Attorney for Healthcare lets your agent make healthcare decisions, working with your Living Will. The Durable Agent Notice confirms your agent's acceptance of their duties.
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Last Will & Testament

Last Will & Testament

The Last Will and Testament, also known as a "Pour-Over Will," works with a Revocable Living Trust to transfer forgotten assets into the trust upon your death. Non-trust assets must go through probate unless minimal in value. Use the Comprehensive Funding Kit to keep assets updated. You can also appoint guardians for minor or disabled adult dependents.
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Certificate of Trust

Certificate of Trust

A Certificate of Trust provides proof of your trust's existence to transfer agents like brokers and bankers. It allows you to fund assets into your trust without revealing the full details, thereby protecting your privacy. This document confirms essential facts about the trust, such as its creation date and the trustee's authority. It simplifies asset management while maintaining confidentiality.

Legal documents written by Attorneys. Do-it-yourself estate document software licensed from Estate Documents Pro, LLC. This site provides general information about legal topics. MyLegacyLock.com and My Legacy Lock LLC, and Estate Documents Pro, LLC are not law firms and do not provide legal or tax advice. This site, and the products available on this site, are not a substitute for the advice of an attorney. You should consult with an attorney and tax advisor licensed to practice in your state for advice if you have questions about your specific circumstances.