Supporting Documents

Once your estate plan is formulated, we will draft all necessary paperwork, such as your trust, will, power of attorney documents, health care directives, instructions to financial institutions, certifications, and related papers. If you own real estate, we will draft any deeds and tax papers to transfer your property to your trust.  If requested, we will assist you in contacting any financial institutions on your behalf to assist you in transferring your financial accounts to your trust.  Your final documents will be compiled in an easy-to-read, color-coded binder; and if requested will be converted to electronic format for your convenience.