Wills, Trusts, and Estate Documents

Estate Planning Documents We Prepare

• Living Trust

  Individual and joint living trusts and pour-over wills prepared from the choices you give us, with every page reviewed by you before signing.

  Living Trust

• Estate Planning

  Estate planning packages with living trusts, wills, powers of attorney, and health care directives prepared from your instructions and reviewed by you before signing.

  Estate Planning

• Last Will and Testament

  Simple wills, matching spousal wills, and statutory will forms prepared from your choices.

  Last Will and Testament

• Power of Attorney

  Durable and limited financial powers of attorney, and revocations, prepared from the agent and powers you choose, with every page reviewed by you.

  Power of Attorney

• Advance Health Care Directive

  Advance health care directives and HIPAA authorizations prepared from your decisions.

  Advance Health Care Directive

• Quitclaim Deed

  Quitclaim deeds, grant deeds, and interspousal transfer deeds prepared from the property details you provide.

  Quitclaim Deed

• Deed Into Trust

  Trust transfer deeds and change of ownership reports prepared from your trust and property details, with the recording forms completed for your review.

  Deed Into Trust

• Codicil

  Codicils changing an executor, beneficiary, or gifts in an existing will, prepared exactly as you specify and reviewed by you before signing.

  Codicil

• Trust Administration

  Successor trustee documents, beneficiary notices, and trustee resignations prepared from the trust provisions and facts you provide.

  Trust Administration

• Trust Amendment

  Trust amendments and restatements prepared from the changes you specify and the trust you provide, reviewed by you before signing.

  Trust Amendment

• Affidavit of Death

  Affidavits of death for joint tenants, trustees, and spouses prepared from your records.

  Affidavit of Death