A Power of Attorney gives someone authority to act on your behalf on specified legal or healthcare matters. It only remains in effect until you change it or pass away.
If you own property, like a home, that may be subject to Probate and court fees and delays.
A Living Trust provides a way to possibly avoid Probate and allow the transfer of your assets to your beneficiaries or heirs.
A Will instructs executors and courts what you want to happen to your assets. If you die without a will, the state law decides for you. A Will won't avoid probate. A Living Trust usually has a special Pour-over Will included.
We have developed relationships with local, qualified attorneys that can help.
This is especially important when you are needing a specialized trust or help administering an estate for someone who has passed away.
While DIY may save you some money in the short run, you might not be around to correct any mistakes or unintended consequences. Due to the importance and complexity of legal documents, we don't recommend this method.
We have partnered with a firm that specializes in basic Estate Planning documents such as a Living Trust, Will and POA. With help from trained professionals at RHB Advisors, we gather the data for your documents, which are attorney reviewed and prepared. We will help you execute and fund your Estate Plan. This process may save you hundreds of dollars.
LegalShield is a pre-paid legal service that provides affordable legal coverage for individuals and small businesses. Instead of paying the steep hourly rates typically charged by law firms, customers can pay a fixed monthly rate for legal representation, document preparation and advice on a range of issues.
While every effort has been made to insure the information on this page is accurate, it is for informational purposes only and is not to be considered legal advice. To obtain legal advice, please contact a licensed attorney in the jurisdiction you are seeking advice. We may provide you a referral to attorneys we trust.