Practice
Wills & Estates
Wills, living trusts, powers of attorney, medical directives. Guided intakes that end in a Word draft for your review, drafted from each state's official statutes, rules and forms.
Last Will and Testament
A simple will with executor, guardian, specific gifts, and residuary clause.
Revocable Living Trust
A revocable trust for one person or a married couple, with successor trustees and the plan at death.
Pour-Over Will
A will that sends everything not already in the client's revocable trust to its trustee.
Durable Power of Attorney
General financial power of attorney, effective now or on incapacity.
Advance Medical Directive
Health care agent plus living-will instructions, in the state's form.
Health Care Proxy
Appoint a health care agent and alternates, with the state's witness rules.
Living Will
Written instructions about life-prolonging treatment, without appointing an agent.
HIPAA Authorization
Let named people receive a patient's health information, in the form federal law requires.
Certification of Trust
Prove a trust exists and who may act for it, without handing over the trust itself.
Assignment of Assets to Trust
Fund a revocable trust: a general assignment of personal property with a schedule and funding notes.
Codicil
Change a gift, a fiduciary or a clause in an existing will without redoing it.
Transfer-on-Death Deed
Pass a home or land at death without probate, in the states whose statutes allow it.
Other practices
Probate & AdministrationElder LawSmall Business ContractsReal EstateDivorce & FamilyBankruptcyImmigration