Revocable Living Trust
Hold and pass on assets privately while keeping control during your lifetime.
Estate Planning
Estate Planning & Administration
Protect your family, your property and your wishes with the right documents in place.
Trusts & Directives
Core documents that protect your assets and your wishes.
Living Will / Advance Health Care Directive
Put your medical treatment wishes in writing.
Beneficiary Designation Forms
Review and update who receives accounts, policies and retirement funds.
Guardianship Nominations
Name who would care for your children or dependents.
Powers of Attorney & Health Care
Choose who can act for you if you can't.
Durable Financial Power of Attorney
Authorize a trusted person to manage your finances.
Health Care Proxy
Name someone to make health care decisions on your behalf.
Medical Power of Attorney
Grant legal authority for medical decisions.
HIPAA Authorization
Allow chosen people to access your medical information.
Records & Succession
Keep everything organized so your family and business are ready.
Asset Inventory & Important Records
A complete list of assets, accounts and key documents.
Tax & Property Records
Organize deeds, tax returns and property documents.
Digital Asset Instructions
Directions for online accounts, passwords and digital property.
Business Succession Plan
Plan who takes over your business and how.
Deeds & Property Ownership
Transfer, correct or set up how your real estate is owned.
Warranty Deed
Transfers property with a full guarantee of clear title.
Bargain and Sale Deed
Transfers property without full title guarantees.
Quitclaim Deed
Transfers whatever interest the owner has, with no guarantees.
Executor's or Administrator's Deed
Transfers property out of an estate to heirs or buyers.
Trustee's Deed
Transfers property held in a trust.
Gift Deed
Transfers property as a gift, with no payment.
Correction / Confirmatory Deed
Fixes errors in a recorded deed or confirms a prior conveyance.
Government Deed
Transfers property to or from a government agency.
Interspousal Deed
Transfers property between spouses.
Transfer on Death (TOD) Deed
Passes property to a named beneficiary at death, without probate. Also called a due on death deed.
Life Estate Deed with Remainder Interest
Keep the right to live in the home for life, then pass it on.
Joint Tenancy with Right of Survivorship
Co-owners share property; a survivor automatically takes the share.
Tenancy by the Entirety
Ownership for married couples with survivorship and added protection.
Estate Administration
Help settling an estate after a loved one passes.
Letters Testamentary
Court authority for the executor named in a will.
Letters of Administration
Court authority to manage an estate when there is no will.
Partition Actions
Resolve disputes when co-owners disagree about shared property.