What is included in a typical estate plan?

Actually, there is no typical estate plan. Every family presents unique issues to deal with. That said, we offer what we call the Foundational Estate Plan. This includes:

  • Revocable Living Trust
  • Pourover Will
  • Durable Power of Attorney
  • Advance Health Care Directive and HIPAA Release
  • Property Agreement
  • Trust Certification

See estate planning for further information about each document.