estate planning
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Beneficiary Deed
A beneficiary deed, also known as a Transfer on Death Deed, is a legal document that allows you to designate who will inherit your real estate property when you die. With this deed, you can name a specific person or multiple people as beneficiaries to receive the property without the need for probate court proceedings.
Essentially, you retain ownership of the property during your lifetime, but upon your death, ownership automatically transfers to the named beneficiary or beneficiaries. It's a convenient way to ensure your property goes to the right person or people without the hassle of probate.
Service includes:
15-minute telephonic consultation
Beneficiary Deed
Recording of Deed in appropriate counties -
Last Will + Testament Package: Individuals
A last will and testament is a document that explains how you want your possessions and affairs to be handled after you die. It covers things like who should inherit your property, who will take care of your children or pets, and how any debts or taxes should be paid. It's important to have a will in place to make sure your wishes are carried out and to provide clarity and guidance for your loved ones during a difficult time.
A health care directive, sometimes called a living will, is a document that lets you express your wishes about medical treatment in case you become unable to communicate your preferences. It covers things like whether you want life-sustaining treatments, such as CPR or being put on a ventilator, if you're in a critical condition. It also allows you to appoint someone you trust, often called a healthcare proxy or agent, to make medical decisions on your behalf if you can't do so yourself. Having a health care directive ensures that your wishes are known and respected, giving you peace of mind and relieving your loved ones of the burden of making difficult decisions during a challenging time.
A durable power of attorney is a legal document that allows you to appoint someone you trust to manage your financial and legal affairs if you become unable to do so yourself. This person, called your 'agent' or 'attorney-in-fact,' can handle tasks like paying bills, managing investments, or making financial decisions on your behalf. What makes it 'durable' is that it remains valid even if you become incapacitated, meaning it continues to be effective when you need it most. Having a durable power of attorney ensures that someone you trust can step in and manage your affairs if you're unable to, providing peace of mind for you and your loved ones.
Service includes:
Client intake interview (in-person or virtual)
Last Will and Testament
Health Care Directive
Durable Power of Attorney
Up to 2 revisions
Optional: Translated copy into Spanish (for an additional fee) -
Last Will + Testament Package: Married Couples
Even if you're married, it's important for both spouses to have their own last will and testament. Why? Because each person's will lets them express their individual wishes for what happens to their belongings and responsibilities after they pass away. While spouses often have shared assets and may have similar wishes, having separate wills ensures that each person's wishes are clearly outlined and legally binding. This can help avoid confusion and disputes later on. Plus, it allows each spouse to make specific provisions for their own personal items and to address any unique concerns they may have.
In short, having separate wills ensures that each spouse's wishes are respected and carried out as they intended.
Service includes:
Client intake interview with each spouse (in-person or virtual)
Last Will and Testament (x2)
Health Care Directive (x2)
Durable Power of Attorney (x2)
Optional: Translated copy into Spanish (for an additional fee)
Up to 2 revisions for each spouse