Advance Healthcare Directive – Document used by a person (called the Declarant) to provide an individual (called an Agent) with the legal authority to make healthcare decisions for the Declarant and to specify the Declarant’s wishes in terms of artificial feeding and hydration and other treatment while the Declarant is incapacitated.

 

Annual Update – Updates the contents of any estate planning document.

 

Child Identification Sheet – For use in a missing child circumstance to save time in organizing items necessary to aid police in locating and identifying child.  Includes place for current picture of child, hair sample for DNA purposes, fingerprints, and physical description (height, weight, etc.).  Officials recommend that this information be updated every 6 months.

 

Durable Power of Attorney – Document used by a person (called the Principal) to provide an individual (called an Agent or Attorney-in-Fact) with the legal authority to handle the finances (buy or sell assets, sign in the name of, close or open accounts, etc.) of the Principal from the time of signing the document or from the time the Principal becomes incapacitated.  The authority under this document ends at the death of the Principal.

 

Family Values Statement – By answering a few questions about your beliefs and the life lessons you would most like for your children to remember when you are no longer with them, we will create a treasured document for your family detailing the values you hold most dear and instructions for how your children should be raised by a guardian if the need arises.

 

Financial Information Sheet – A password protected CD containing all of your financial information including savings, checking, money market, IRA, 401K, stock, life insurance accounts etc.,  for use by the Personal Representative and/or Trustee in the case of your untimely passing.  Oftentimes these accounts do not send monthly statements, which is the general method used by the Personal Representative/Executor of your estate to determine the location of your financial accounts.  Waiting for financial statements can be an uneccessarily time-consuming and costly process that often requires amending probate documents once an estate has been opened and can delay the distribution of assets to your beneficiaries.  Having all of the information in one safe place can save a tremendous amount of time and expense and can also aid a surviving spouse in picking up the responsibility of managing the household finances.

 

Medical Information Sheet – For use in an emergency medical situation with a babysitter, care taker, guardian of your children, or if a parent is debilitated.  Includes contact information for all physicians and dentists, medical concerns or requirements, allergies, current medications, etc.

 

Personalized Binder – Your family name will be printed on the spine and all of your estate planning documents will be indexed inside for safe keeping and beautifully tasteful styling.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Signing Ceremony – Your estate planning documents are thoroughly read and revised if necessary, signed in front of the required witnesses, and notarized.

 

Standby Guardianship Designation – Document designating a standby guardian of a minor child(ren), who becomes the minor’s guardian on a temporary basis (usually only up to six months) if the parent becomes incapacitated or debilitated.

 

Testamentary Trust – Trust provisions contained within a Will.