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Estate Planning Services

Protecting your family and securing your legacy are the recurring theme throughout the estate planning process. It doesn't matter if you are at or nearing retirement age or just graduated from college, we do not know what tomorrow will bring. But we all know there are actions we should take and things we should do, can be stressful and overwhelming. Some can be put off until tomorrow, and some that should be addressed today. And addressing the things we know will not only leave us better prepared and give us peace of mind, but if will also do the same for your loved ones. Take the first step and start your peace of mind planning today.

Additional and related services provided by Golden Estate Lawyer can be found below

The Steps: How the process works
To efficiently and effectively meet your planning needs, the process is broken down into a few easy steps.

Essential Estate Planning Components

A typical plan has several components but will vary depending on your situation. Below are some of the most common ones that together makes up your estate plan. I will work together with you to determine your wants and needs to draft a plan to match. 

Signature

Last Will and Testament

A last will and testament is a legal document that outlines a person's wishes of how their affairs should be handled after they pass.

Fishing

Designated Guardians

These are guardians for minor children appointed to care for and make decisions for the minor children in the event of the parents' incapacity or death.

Old Documents

Revocable (Living) Trust

A legal entity for your assets that are managed by the creator during his or her lifetime. 

Power of Attorney

Power of Attorney

The Power of Attorney (POA) is a legal authorization for someone to act on the behalf of another person in financial or legal matters. 

Surgery

Healthcare Directives

These are written directions that specifies a person's medical wishes to be carried out on their behalf if they become unable to do so themselves.

Elderly Couple Contract

Beneficiary Designation

This is the naming of individuals or entities that will receive assets from life insurance policies, retirement accounts, or other financial instruments upon the owner's death. 

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