Estate Planning

Yes, we do Wills! It’s a quick and uncomplicated process. Get in touch (or fill out our consult inquiry form) and we’ll be in touch with you. Typically, you will come in for your initial consultation where we will gather some information from you. Your second and last appointment you will sign your documents and have you on your way. Of course, we are always happy to chat and make any changes necessary along the way.

Learn more about common wills and estate planning terms

Beneficiary – A person who receives money, property, or other benefits within the Will of a Testator.

 

Capacity – A person’s legal and mental ability to make or alter a valid will. Each Testator must have Capacity in order to create a Will.

 

Estate – The net worth of a person at any point in time alive or dead. It is the sum of a person’s assets, interests and entitlements to property of any kind, less all debts and liabilities at that time.

 

Executor – Now known as a “Personal Representative”, an Executor is a person nominated by a Testator to carry out the instructions of a Testator’s Will.

 

Gift – A particular item or a specific sum of money left to a beneficiary.

 

Holographic Will –A will and testament that has been entirely handwritten and signed by the Testator.  Sometimes called a Handwritten Will.

 

Intestate – A person who has died without a Will, or refers to not having a Will before dying.

Personal Directive – A legal document that allows a Testator to name the person(s) they trust to make decisions on the Testator’s behalf, such as health care, residential issues, etc., should a Testator lose mental capacity.

 

Power of Attorney – An agreement between a Testator and a person a Testator trusts that allows them to make financial decisions on the Testator’s behalf if they are no longer capable of making these decisions typically due to loss of mental capacity. Sometimes you will hear people refer to this as a Living Will.

 

Probate – The process that transfers legal title of property from the estate of a deceased person to their proper beneficiary. During this process a Will is reviewed to determine it’s validity and authenticity.

 

Testator – A person who has made a will.

 

Will – a legal document by which a person, the Testator, expresses their wishes as to how their property is to be distributed on their death.