Do It Yourself

 

The Convenience of self help with the benefit of professional guidance.  Do it yourself estate planning documents are available for purchase here.

• Documents are created based upon information you enter into the system.
• Documents are attorney reviewed.
• Complimentary 15 minute phone conference with an attorney to answer questions.
• Completed documents are mailed or sent in electronic form.
• Notary Services available upon request.


• Living Trust (Joint or Individual; provides instructions for private administration of the estate and avoids probate)
• Certification of Trust
• Deed transferring title to real property to the trust
• Schedule A (to list assets subject to the trust)
• Assignment of Personal Property (to transfer all personal items into the trust)
• Pour Over Will (one for each individual, designed as a back-up for the trust)
• Durable Financial Power of Attorney (one for each individual)
• Advance Healthcare Directive (one for each individual)

 

 

Get Started Now (This site works best with Internet Explorer. A download of the program Microsoft Silverlight will be required for the program to work properly.)

 

• Designates a Personal Representative/Executor to help guide the estate through probate
• Designates the power of the Executor
• Designates who gets the estate assets and in what proportions
• Designates a guardian for minor children if any
• Designates who is specifically disinherited
• Allows for the creation of a testamentary trust (a trust created by the Will)
• Durable Power of Attorney for Financial Matters (one for each individual)
• Advance Healthcare Directive (one for each individual)

 

Get Started Now (This site works best with Internet Explorer. A download of the program Microsoft Silverlight will be required for the program to work properly.)

 

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