Last Will and Testament
A Last Will and Testament is a legal document that communicates a person’s final wishes pertaining to assets and dependents. It outlines what to do with possessions, whether the deceased will leave them to another person, a group, or donate them to charity, and what happens to other things that they are responsible for, such as custody of dependents, management of accounts and financial interests.
HIPAA Authorization
A HIPAA Authorization is legal document that allows an individual’s health information to be used or disclosed to a third party. The HIPAA waiver of authorization allows doctors to provide information on a patient’s health to third parties, such as researchers, attorneys, other doctors, and family members.
Living Will
A living will, also known as an advance directive, is a legal document that specifies the type of medical care that an individual does or does not want in the event they are unable to communicate their wishes.
Power of Attorney
Power of attorney (POA) is a legal authorization that gives a designated person, termed the agent or attorney-in-fact, the power to act for another person, known as the principal. The agent may be given broad or limited authority to make decisions about the principal’s property, finances, investments, and medical care.
Revocable Living Trust
A revocable trust is a trust whereby provisions can be altered or canceled dependent on the grantor or the originator of the trust. During the life of the trust, income earned is distributed to the grantor, and only after death does property transfer to the beneficiaries of the trust. A revocable trust is helpful since it provides flexibility and income to the living grantor (also called the trustor). Provisions of the trust can be changed, and the estate will be transferred to the beneficiaries upon the trustor’s death.
Certification of Trust
Provide the Certification of Trust to third parties in place of a copy of the Trust. This document contains a summary of key provisions from the Trust but does not reveal other personal details.
Schedule of Assets
A Schedule of Assets is a listing of assets that you hold in the Trust that are subject to the provisions of the Trust. This can be easily updated as you add or remove Trust assets.
