Estate Planning Services

Have you been putting off getting a will or trust? Well we can help you get the ball rolling! While we are NOT an attorney's office, we have partnered with an amazing legal team. This service is offered at a fraction of what most attorney's charge and we also travel to you.  Don't put off getting your affairs in order any longer. Give us a call today!

Durable (Statutory) Power of Attorney

A durable power of attorney takes effect immediately after you and your attorney-in-fact sign it. A durable POA provides you with assistance managing your estate, money, and legal and financial affairs—all your own affairs—if you become incapacitated. You can specify in the durable POA document that you would like your agent to have sweeping authority immediately after the durable POA is signed, or you can limit the powers granted by a durable power of attorney until a physician you choose declares you incompetent. That ensures the person making the decision that will trigger the durable power of attorney is someone whose opinion you trust.

Limited Power of Attorney

This is similar to a non-durable power of attorney. It gives your agent some specific responsibilities, but generally, there isn't a time limit. For instance, a limited power of attorney gives an agent in another part of the country the right to market and complete the sale of your home without your presence. If you aren't going to be regularly reachable, this can facilitate rapid decision-making and action.

Medical Power of Attorney

A medical POA is similar to a springing power of attorney. It allows your attorney or attorneys-in-fact to make healthcare decisions for you if you aren't able to. This common legal document is used in emergency situations. The person you select will be required to follow your previously stated medical wishes, including in your healthcare power of attorney or living will.