Estate Planning: Will Package

Did you know if you do not properly designate who will inherit everything after your death, the State of California will make that decision for you? A customized estate plan allows you to create a strategy that will take care of you and the people who rely on you. With an estate plan, you will name a trusted individual (an executor or trustee) to handle your affairs rather than letting a court choose for you.

If you do not have minor children, do not own real estate and your gross assets do not exceed $166,250 a Will Plan may be appropriate for you. 

Customized Will Package includes: 

• Will(s) 
• Advance Health Care Directive(s) 
• HIPPA Authorization for Medical Information
• Power(s) of Attorney for Financial Matters 
• Counsel regarding asset management