Services

There are many options in crafting the plan that works best for you and your family.  Here is some of what we offer however, use the free consultation to discuss what documents you may or may not need.

Living Documents
These documents are designed to help you
​during your life.

Durable Power of Attorney
Health Care Power of Attorney
HIPAA Authorization 
​Living Will
Minor's Power of Attorney
Minor's Health Care Power of Attorney

Leaving a Legacy
These documents are created during your life and help your wishes to be carried out beyond your lifetime.

Wills
Revocable Living Trust
Asset Protection Trust
Certificate of Trust
Instructions for Distributions of Tangible Personal Property
Final Disposition (Burial Instructions)
Transfer Documents to Fund Trust
Pet Trust
Gun Trust
IRA Beneficiary Trust
Realty Trusts
Special Needs Trust

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Need help with a probate or trust administration?
We enjoy assisting families through the legal complexities and requirements of probate and trust administration. 
Each fact situation is incredibly different and there are many factors to consider.  During your free consultation, Jenny can help you decide whether or not a probate is needed, what passes directly to beneficiaries, what is required to be probated through court, and what is in a trust.  She'll explain what the court requires and the timeline of deadlines. 
It can be a complicated process so taking it one step at a time is essential. 
​Step one: Start your free consultation

How do I know what I need?

You know your family and your family needs. 
​Your attorney should know what documents are best to meet those needs. 
Contact us today for your free consultation. 

Start Your Free Consultation