I offer comprehensive estate planning services designed to protect your loved ones in the event of your death or disability. My fixed-fee packages include all of the documents that you and your family may need when faced with your illness or death. Your package will include all of the documents that are appropriate for you and your family’s needs. Commonly included documents are:
Will and/or Revocable Living Trust
Power of Attorney
Healthcare Power of Attorney
Estate planning is a lot more than document preparation. In addition to your documents, my packages include discussions and advice on the following topics:
The function, advantages, and disadvantages of the each estate planning document that I create for you. Don’t really understand what a Power of Attorney is? Don’t worry — I’ll explain it! I want to make sure you understand what you sign.
A signing meeting to ensure that all of your documents are properly signed.
Instructions about how to properly name the beneficiaries of accounts that may transfer to beneficiaries outside of your estate plan, including retirement accounts, life insurance policies, and TOD accounts.
Your digital estate. So what does happen to your Facebook account when you die? Itunes? Snapfish? While this area of law is unsettled and changing rapidly, I’ll give you some hints and tips to ensure that your digital assets are protected.
Charity. If you want to provide for charity in your estate plan, I’ll help you figure out the best way to do that. I have worked in planned giving for a large national nonprofit organization for 10 years, and I am knowledgeable about estate planning tools that people can use to benefit charities through their estates.
If you’re ready to protect your family’s future, please fill out my contact form or call me on (317) 721-3535. We’ll talk by phone a bit to make sure my services are a good fit for your needs. If we decide to work together, I’ll send you a link to my client portal, which allows us to communicate in a secure and confidential way. From there, we’ll get started on planning for your family’s future!