Estate Planning

Upon your death or incapacity, it can be difficult for loved ones to make decisions. You can give them some help by using an estate plan tailored specifically to you and your needs from Correa Law Firm, APC. The benefits of an estate plan are many. They include avoiding the delays, expense, and loss of privacy inherent in the probate process and providing instructions in the event you’re incapacitated and cannot make health care and financial decision. An estate plan can also have tax benefits and can help you nominate guardians for your underage children.

 

What’s included in an Estate Plan?

Our estate plan packages include:

  • Revocable Living Trust

  • Certification of Trust

  • Declaration of Trust

  • Guardian Nominations (if minor children)

  • Summary of Trust Provisions

  • Schedule of Assets

  • Assignment of Personal Property

  • Pour-over Will

  • Financial Power of Attorney

  • Advanced Healthcare Directive

  • HIPAA Authorization

  • Primary Residence Deed Transfer (county recording fees not included)

 

Ready to discuss how we can help you prepare an estate plan? Schedule a time to talk!