Estate Planning

Why Choose Our Estate Planning Package?

Life can be unpredictable. While we may not want to think about it, having a comprehensive estate plan in place ensures your wishes are known and your loved ones are protected in the event of your illness, incapacity, or death. Our Estate Planning Package combines three essential documents at a discounted price, providing you with peace of mind and clarity:

Will

This estate document outlines how you want your assets distributed after your passing and helps to avoids confusion and potential conflict among your loved ones. If life circumstances change, you can easily update your Will at any time to reflect your evolving needs. If your changes are significant, you can draft a completely new Will. If your changes are minor, you can add a Codicil (an amendment) to your existing Will.

Without a Will:

• Chaos and Uncertainty: If you pass away without a Will, it’s called “dying intestate.” Your state’s intestacy laws dictate how your assets are distributed, potentially leading to outcomes you wouldn’t have chosen.
• Leaving Your Children’s Future to Chance: Making a Will is especially crucial if you have minor children. You can designate a guardian to care for them and a custodian to manage any assets you leave for their future.

Healthcare Proxy

In New York, only a healthcare agent you designate has the legal power to make treatment choices on your behalf if you’re unable to speak for yourself. If illness or injury prevents you from making medical decisions, a healthcare proxy ensures your voice is heard. It guarantees that your treatment aligns with your values and that your care wishes are respected.

Without a Healthcare Proxy:

• Burdening Loved Ones: In the absence of a healthcare proxy, medical decisions might fall to family members or healthcare providers. While loved ones often mean well, they might lack the legal authority or complete knowledge about your specific treatment preferences.
• Potential for Conflict: Without clear instructions, family members might disagree about your desired care, leading to emotional distress and conflict during a difficult time.

Durable Financial Power of Attorney

With a Durable Financial Power of Attorney, you gain comprehensive financial security and peace of mind. This powerful tool ensures that your bills are paid on time, your investments are expertly managed, and your financial well-being is meticulously looked after, even if you become unable to manage it yourself. It’s a smart move to protect your assets and ensure your financial future is in safe hands.

Without a Durable Financial Power of Attorney:

• Financial Uncertainty: If you become incapacitated without a designated attorney-in-fact, managing your finances can become a complex and challenging process for your loved ones. This can lead to delays in paying bills, potential financial loss, and added stress during a difficult time.

By creating a comprehensive estate plan with these essential documents, you gain peace of mind knowing your wishes are documented and your loved ones are prepared to navigate any situation that may arise.

Don’t wait to secure your future and protect your loved ones. Add all three estate products to your cart today and enjoy the benefits of a discounted price for complete peace of mind.