Client Services
Basic Estate Planning
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney for Financial Matters
- Customized Advanced Health Care Directive
- Assignment of Property to Revocable Living Trust
- Property Agreement for Married Couples
- Certificate of Trust (Privacy Affidavit)
- Authorization to Release Confidential Medical Information (HIPAA Authorization)
- Nomination of Conservator
- Nomination of Guardians for Minor Children
Advanced and Charitable Estate Planning
- Irrevocable Life Insurance Trusts
- Gifting Trusts
- Grantor Retained Annuity Trusts (GRATs)
- Qualified Personal Residence Trusts (QPRTs)
- Sales to Irrevocable Grantor Trusts
- Installment Sales
- Limited Partnerships and Limited Liability Companies
- Charitable Gifting
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Private Foundations and Support Organizations
- Private Placement Life Insurance
Post Death Services
- Probate
- Trust Administration
Other Services
- Wills
- Statutory Powers of Attorney
- Limited Powers of Attorney