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Wills
Your Last Will and Testament is a legal document that outlines how your property, assets, and personal affairs will be managed and distributed after your death. It allows you to specify who should receive your belongings, money, and real estate, and to name an executor to carry out those wishes. A will can also include directions for the care of minor children, such as appointing a guardian, and instructions for handling digital assets or family heirlooms.
Without a valid will, a person’s estate is distributed according to state intestacy laws, which may not align with their personal wishes or values and can result in delays, legal expenses, and family disputes. Having a will ensures that your loved ones are provided for and that your estate is managed efficiently and according to your values. It also brings peace of mind, knowing that your affairs are in order and that difficult decisions will not be left to grieving family members. Everyone—regardless of age, wealth, or marital status—should have a will. Young parents need one to name guardians for their children; unmarried partners need one to protect each other’s rights; older adults need one to simplify the transfer of assets and minimize confusion. Even those with modest estates benefit from having a clear plan in place. A properly drafted will reflects your choices, prevents unnecessary conflict, and ensures that your legacy is handled the way you intend. Ultimately, creating a Last Will and Testament is one of the most important steps in responsible financial and personal planning—it’s a practical expression of care for the people and causes that matter most to you.
Revocable Trusts
A Revocable Living Trust is a flexible estate planning tool that allows an individual to place assets such as real estate, bank accounts, and investments into a trust during their lifetime while retaining complete control over those assets. This person can serve as the initial trustee, manage the property as they wish, and make changes or revoke the trust entirely at any time. Upon their death or incapacity, a successor trustee steps in to manage or distribute the trust assets according to the grantor’s written instructions—without the delays, costs, and publicity of probate. This ability to bypass probate is one of the most significant advantages of a revocable living trust, as it allows for quicker access to funds for loved ones, preserves privacy, and reduces the administrative burden on family members. It also provides continuity of management if the grantor becomes incapacitated, ensuring that bills can be paid and assets protected without the need for a court-appointed conservatorship.
A revocable living trust is especially beneficial for individuals who own property in multiple states, have blended families, want to leave inheritances over time or under specific conditions, or simply want to make things easier for their heirs. Even those with modest estates can benefit from the efficiency and organization a trust provides. While it does not offer asset protection from creditors or reduce estate taxes, a revocable living trust gives the grantor peace of mind knowing that their affairs will be handled privately, efficiently, and according to their wishes. Ultimately, a revocable living trust is an important tool for anyone seeking greater control, flexibility, and simplicity in managing and passing on their assets.
Execution Services
We offer several methods to execute your estate planning documents, including:
- Self Service – We will provide you the completed documents in PDF format, along with clear, easy to follow directions to execute your documents at your convenience.
- In Office – Conducted at the Attorney’s Office. The attorney will bring the completed documents, conduct the execution, and act as notary. You can bring your own two witnesses, or alternately for a fee we can have two independent witnesses available.
- In Home – Conducted at your home. The attorney will bring the completed documents, conduct the execution, and act as notary. You can bring your own two witnesses, or alternately for a fee we can have two independent witnesses available.
The White-Glove Concierge One-Day Package
The attorney will come to your location, conduct the client interview and complete all questionnaires in conference with the client, complete the drafting onsite, review with the client and execute same-day with two independent witnesses and a notary.
Other Services
Need something else? We offer additional services, including but not limited to:
- LLC Formation
- Pet Trusts
- Student Packages