Everyone should have at least a basic estate plan. If you don’t have one, then your State’s default rules will apply to your estate upon your death. Do you know who stands to inherit? What if something happened to that first person (or persons)? The government prescribes an order of operations for such matters. If you blindly trust the judgment of your legislature then you should have no worries and certainly don’t need a Last Will and Testament.
What are your goals? Is there any type of provision you already know that you want. Are you married? Interested in a mirror set of documents for your spouse?
Specific bequests, the catch-all provisions, potential trust provision for minors.
We recommend this be supervised by one of our attorneys.
We know what can go wrong and how you can customize your estate plan to better fit you – your needs, your life, your loved ones.
What are your goals?
Is there any type of provision you already know that you want?
Are you married? Interested in a mirror set of documents for your spouse?
For a nominal fee a mirror set of documents includes drafting and execution of an entire second set of estate planning documents – but with mirror provisions. So where you appoint your spouse as executor or agent, the other set of documents will have your spouse appointing you.
Do you have successor/backup nominations?
Do you want any restrictions to the power of attorney?
Should it be springing or durable?
Let us know whether we’ll be holding the documents for you or if you have other plans. We recommend having one of our attorneys supervise this.