Do you want to create a Will or Living Trust, but haven’t gotten around to it? Our simple and convenient process will give you the peace of mind of knowing you finally have your affairs in order.
1. Call our office at 215-720-1801.
2. Tell us what you need.
3. Sign Engagement Letter and Pay Online
4. Complete a questionnaire.
5. We draft and send you the final documents.
Need notarization? No problem, we can do that too!
Avoids probate court, avoids public disclosure of beneficiaries and inheritance, private and less costly to your kids to administer when the time comes
Transfers assets into the Trust that were not added during lifetime (safety net).
This is different from the Guardian Nomination within a Will. It is a separate nomination that can be updated without needing to update the Will and applies to incapacity (if you are alive, but unable to care for your children) or other circumstances where you need someone else to care for your children.
This is important to create when you have minor children and don't want them to receive large amounts of money at 18, in the event of your passing, which is what happens if you only have a Will. This controls distribution of your estate (the money you left) to your children based on age, life events, etc. This protects your children's inheritance from being lost due to their choices, lawsuits and/or divorce.
This includes funeral arrangements that have been made in advance.
This gives another individual the power to make financial decisions on your behalf - either immediately upon signing or at the occurrence of a triggering event, such as in capacity.
This gives another individual the power to make medical decisions on your behalf - either immediately upon signing or at the occurrence of a triggering event, such as in capacity.
This gives another individual the power to make medical decisions on your behalf - either immediately upon signing or at the occurrence of a triggering event, such as in capacity.
This outlines your wishes for medical care if you are unable to make decisions for yourself and to specify your preferences for treatments like life support and resuscitation.
This allows for the disclosure of your protected health information to the person you designate in order to make informed decisions about your medical care if you cannot make them for yourself.
These are written directions outlining how an your body should be handled after you pass away, with instructions specifying preferences for burial, cremation, memorial services, and other end-of-life arrangements. They ensure your wishes are respected, reduce stress on loved ones, and minimize potential conflicts.
Artwork, jewelry, antiques, vehicles, collectibles, etc.
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