Personal Planning Services

There are various types of estate planning documents that you need to consider when arranging for your personal affairs. We can help you in preparing Wills, Powers of Attorneys, Representation Agreements and Advance Directives to make sure all your legal, financial, and medical needs are covered. 

Frequently Asked Questions

A will is a very important legal document that outlines an individual’s wishes for the distribution of their assets, guardianship of minor children, and naming a person that will settle your estate (your executor).  Without a Will, the courts will determine who the executor of your estate will be, who is entitled to your estate, and who will be appointed a guardian for your minor children. Having a will ensures that those you love and care about will be provided for in accordance with your wishes, saving them confusion, stress, and conflict in the future.

A Power of Attorney is a personal planning document that allows a capable adult to appoint a individual as an Attorney, giving them the authority to make financial and legal decisions on behalf of the adult.

A Representation Agreement is a personal planning document that appoints an individual to make healthcare decisions on your behalf in the event you are not able to make those decisions for yourself.  

An Advanced Directive is a set of written instructions illustrating the type of health care you wish to receive in the future if  a health care decision needs to be made and you cannot make it yourself.

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