The PEACE OF MIND Package
We offer comprehensive preparation of all three essential legal documents in Pennsylvania for a highly affordable fee of $300 per person. These documents – Simple Will (not including Trust provisions), Power of Attorney and Advanced Directive/Living Will – are designed to safeguard your future and provide peace of mind for you and your loved ones.
Evening and Weekend appointments available
In-home/hospital visits
Services can be conducted via my home office, telephone, virtually, or in your own home
A Simple Will
The majority of people can use a Simple Will to carry out their wishes upon their death.
PROVIDING FOR MINOR CHILDREN
Perhaps the most important reason to create an estate plan is to address the custody and raising of your minor children in your absence. Mostly, the surviving parent will continue to have this responsibility; however, a contingency plan must be in place in the event of both parents passing. In such circumstances, the plan should include someone to manage your assets (a trustee) to provide financially for your children, as well as someone to be the guardian of the children. The trustee and guardian may or may not be the same person.
PROVIDING FOR THE DISTRIBUTION OF YOUR ASSETS
Without a valid Will, the Commonwealth of Pennsylvania will determine who inherits your assets according the laws of intestate succession. Your Will can name the beneficiaries of your assets and possessions according to your wishes.
PROVIDING FOR THE ADMINISTRATION OF YOUR ESTATE
Nominating an Executor in your Will is an important decision. The Executor has the duty of distributing your property and according to the terms of your Will. The Executor is also responsible for paying debts and expenses.
A Durable Power of Attorney
PROVIDING FOR INCAPACITY
A complete estate plan also includes a Power of Attorney, a document in which you name an individual to handle your financial affairs in the event you become incapacitated. Your spouse or children cannot automatically take over for you when you become unable. These planning documents avoid the great expense and delay of petitioning the court to appoint someone (chosen by a judge) to act on your behalf.
An Advance Directive/Living Will
PROVIDING FOR HEALTH & END OF LIFE DECISIONS
The third vital document is the Advance Directive/Living Will, which allows you to state your wishes regarding medical treatment to your physician when you are unable to communicate due to your incapacity. Without a document expressing those wishes, family members and doctors are left to guess what you would prefer in terms of heroic measures and treatment. They may end up in family quarrels, which sometimes can result in costly and painful litigation.