This client originally came to us to update her Will which leaves everything to her kids. In addition to making the changes she requested, we helped her understand how to ensure her assets pass to her children without probate—and we were able to do all of that without a trust, saving her time and money!

Based on her needs she chose to do the foundational package, which includes:

– Will;
– Power of Attorney;
– Medical Power of Attorney;
– Health Care Directive;
– Disposition Instructions; and
– Transfer on Death Deed

The Will names a personal representative (i.e. executor) of the client’s estate.

The Power of Attorney names people to manage the client’s finances if they are ever incapacitated.

The Medical Power of Attorney nominates people to manage the client’s health care if they are unable to do so themselves.

The Health Care Directive tells the client’s Medical Power of Attorney what to do if they are in a vegetative state (i.e. pull the plug or not).

The Disposition Instructions state what the client would like to happen to their remains after they are gone.

The Transfer on Death Deed is basically a beneficiary designation for your house. It allows you to transfer real estate without probate while also not needing a trust.

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