AGENT PACKAGE:

  • Financial Power of Attorney
  • Advance Health Care Directive
  • HIPPA Authorization

LAST WILL PACKAGE:

  • Financial Power of Attorney
  • Advance Health Care Directive
  • Will and Testament
  • HIPPA Authorization

TRUST PACKAGE:


  • Revocable Trust
  • Last Will
  • Financial POA
  • Advance Health Care Directive
  • Nomination of Guardian (if applicable)
  • Trust Transfer Deed for Personal Residence

MINORS PROTECTION PLAN:

Create a plan so that your children won’t end up in the care of strangers, or the Child Protective Services.

  • Nomination of Guardianship
  • Wallet Emergency