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CMS Law Firm LLC | Bellevue Estate Planning Attorneys | Seattle Estate Planning Lawyers
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CMS Law Firm LLC | Bellevue Estate Planning Attorneys | Seattle Estate Planning Lawyers
  • Our Work
  • About Us
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  • Contact Us

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WITH ESTATE PLANNING?

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FREE STRATEGY SESSION

Estate Planning Client Profile #22 | Single Woman | No Children | Pets and Siblings | Minimal Assets

We created this estate plan for a single woman with no children. This client wanted to provide for her family, and provide them with her direct wishes so that there would not be any confusion about what she wanted to happen to her dog, assets and body. We provided this client with a will plan because she wanted to provide for her siblings and pet, but she did not have an overwhelming amount of assets – the total fell under the Washington State estate tax exemption level.

The will package included a:

  • Will;
  • Financial Power of Attorney;
  • Healthcare Power of Attorney; and
  • Living Will.

The Will included specific assets and care instructions for her dog.

The Power of Attorney documents provide for the client if she ever is in a situation where she cannot make financial or medical decisions for herself.

The Living Will provides end of life decisions, so her son and fiduciaries will not have to guess at her wishes if she ends up in a permanent vegetative state.

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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):

https://cmslawfirm.com/foundation

And, if you know you just want to talk, click the link below to schedule a free strategy session with us:

https://cmslawfirm.com/strategysession

NEED HELP WITH ESTATE PLANNING?

CLICK HERE FOR YOUR
Free Strategy Session

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811 Kirkland Ave., Suite 201 | Kirkland WA | 98033
206.659.1512

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811 Kirkland Ave., Suite 201 | Kirkland WA | 98033
206.659.1512
  • Our Work
  • About Us
  • Blog
  • Contact Us