Estate Planning-

Will, Revocable Trust & Power of Attorney

Have you prepared for the future? High Sierra Legal can help ensure your wishes and the needs of your family are met.

Available for in-person consultation for your estate planning needs. 

Will Package                                                               $550

A will or last testament is a written legal document by which a person, the testator, expresses their wishes as to how their property is to be distributed at death, and names one or more persons, the executor or administrator, to manage the estate until its final distribution.
 
The will is submitted to the Court for the probate process. The will is the "instructions" to the Court as to how you wanted your estate (your stuff) to be distributed (given) to those named in the will.
 
Your heirs will still have to go through the probate process with the court with a will but having a will is very important as it tells the court who you wanted to manage your estate and where you wanted your things to go. 
 
Package Includes:

Instructions

Will

Memorandum for Distribution of Personal Property

Declaration of Authority of Remains upon Death

Burial Instructions

Financial Power of Attorney

Healthcare Power of Attorney

Living Will

HIPPA Authorization

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Revocable Living Trust Package                           $950

Package Includes:

Instructions

Revocable Living Trust

Certificate of Trust

Pour-Over Will

Memorandum for Distribution of Personal Property

Burial instructions

Financial Power of Attorney

Healthcare Power of Attorney

HIPPA Authorizations

Declaration of Homestead

Transfer Deed for real property

A will may not be the best plan for you and your family as a will does not avoid probate when you die. A will must be validated by the probate court before it can be enforced.

 

A will can only go into effect after you die, it provides no protection if you become physically or mentally incapacitated. So the court could easily take control of your assets before you die.

 

There is a simple and proven alternative to a will; the revocable living trust. It avoids probate and lets you keep control of your assets while you are living if you become incapacitated, and after you die.

 

When you set up a living trust, you transfer assets from your name to the name of your trust, which you control. Legally you no longer own anything as everything now belongs to your trust. So there is nothing for the courts to control when you die or become incapacitated.

 

You still keep full control of your estate. As a trustee of your trust, you can do anything you could do before -- buy and sell assets, change or even cancel your trust. That's why it's called a revocable living trust. You even file the same tax returns. Nothing changes but the names on the titles.

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Power of Attorney/ Living Will                            $250

A power of attorney (POA) is a legal document that lets you appoint someone to handle financial, legal or medical matters on your behalf. The person authorized to act is the agent or attorney-in-fact. With a power of attorney, the person you appoint will be legally permitted to take care of important matters for you, including paying your bills, managing your investments, and making medical decisions for you if you are unable to do so for yourself. 
 
A living will provides instructions for your end of life medical decisions and does not relate to property.  

 

 

Power of Attorney for Finances 

Power of Attorney for Medical Decisions

Living Will

 
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