Using a Will Package to Meet Your Estate Planning Needs

Creating a proper Estate Plan ensures that your wishes are carried out during your lifetime to protect you and your loved ones in the event of an emergency; and to ensure your loved ones are taken care of in the event of your death.

Most people would be well advised to have at least some form of a current, legally enforceable Will in place. Your assets, family structure, needs, goals, budget, desire for privacy, potential for family conflict, income tax exposure, estate tax exposure, and need for asset protection all need to be weighed to determine what the best estate plan design is for you, and whether a Will should be the primary planning document controlling your estate.

Many people use a Will Package to accomplish their Estate Planning goals. A Will Package typically includes the important documents listed below, which are customized to meet your unique situation; and the specific needs of your family members and beneficiaries.

These documents include: Last Will and Testament; Durable Power of Attorney; Designation of Health Care Surrogate; Living Will; Declaration Naming Preneed Guardian; Authorization for Release of Medical Information (“HIPAA”); and Statement Disposing of Tangible Personal Property.