A will plan provides all the essential legal documents tailored to your state’s laws, created by estate planning attorneys, and customized by you. With a comprehensive plan in place, you can ensure your loved ones, assets, and wishes are protected, both during your life and after.
Things to consider when wondering if a will is right for you:
- Do you have kids under 18?
- Are you married?
- Do you own real estate?
- Do you have any assets? (financial accounts, personal property, etc. )
- Do you own a business?
Last Will & Testament
A legally binding document that outlines:
- Who inherits your assets, including money, property, and personal belongings.
- Who will take care of your minor children or pets by naming a legal guardian.
- Who will manage your affairs after you pass (your executor).
- Your final arrangements, such as burial or cremation preferences.
Without a will, state laws decide what happens to your assets and dependents, which may not align with your wishes.
HIPPA Authorization
This document allows your chosen representatives to access your medical records and discuss your healthcare with doctors. It:
- Ensures your family or appointed decision-makers can get critical medical information.
- Complies with federal privacy laws so providers can legally share details about your care.
Without this, even close family members may be denied access to your medical information in an emergency.
Advance Healthcare Directive (Living Will)
A legal document that outlines your medical preferences if you’re unable to communicate them yourself. It includes:
- Life-sustaining treatment preferences (e.g., ventilators, feeding tubes).
- Pain management and comfort care choices.
- Religious or personal values regarding end-of-life care.
- Designation of a healthcare agent (someone who makes medical decisions on your behalf).
If you don’t document your preferences, doctors or courts may decide for you, potentially against your wishes.
Power of Attorney (POA)
A POA allows you to appoint someone to manage your financial or legal affairs if you become incapacitated. They can:
- Make financial transactions (pay bills, file taxes, manage investments).
- Handle property and legal matters on your behalf.
- Avoid costly court intervention by pre-selecting a trusted agent.
Without a POA, your family may need court approval to handle your affairs, causing delays and expenses.
