This client was a single woman with one adult child. She had recently moved to Washington State from California, and wanted to create a new plan under Washington State law.
We created a will plan for her, which included a:
- Power of Attorney for Finances and Assets;
- Power of Attorney for Health Care;
- Advance Health Care Directive;
- Disposition Instructions;
- Transfer-on-Death Deed; and
- Deed to LLC.
The Will enables the client to accomplish her goals in distributing her estate, under Washington State law.
The Power of Attorney for Finances and Assets names someone to act for her to manage her finances and assets if she is ever incapacitated.
The Power of Attorney for Health Care designates someone to manage her health care if she is ever unable to do so herself.
The Advance Health Care Directive includes the client’s wishes in what types of health care she would and would not like to have if she is ever permanently incapacitated or in a terminal condition.
The Disposition Instructions state what the client would like to happen to her remains after she is gone.
The Transfer-on-Death Deed enables the client to leave real property to a specific beneficiary, and to avoid the property going through probate.
The Deed to LLC transfers real property to an LLC.
Need estate planning help but not sure where to start? Click the link to check out this free presentation I put together that will answer all your questions (it’s basically the talk I give at potential client strategy sessions):
And, if you know you just want to talk, click the link below to schedule a free strategy session with us: