Custom Estate Plans Prepared Virtually by Experienced Lawyers

A good estate plan is comprised of several documents that address various needs in one’s life: Last will and testament: this document allows you to designate who will receive your assets, name people to wrap up your affairs and choose a guardian for any minor children. Living trust: this optional document is sometimes used alongside a will to add an extra layer of control over how your assets are distributed, provide protection for your heirs and avoid probate for assets held in the trust. Durable Power of Attorney for Finances: this document allows you to grant someone authority to manage your finances in the event you are unavailable or incapacitated. Durable Power of Attorney for Healthcare: this document allows you to grant someone authority to review your medical records and make decisions about medical treatments in the event you are unable to do so yourself. HIPAA Authorization: this document allows those you choose to review your medical records and speak with doctors on your behalf, even while you’re healthy. Living Will: This document is where you will lay out your preferences for healthcare treatment, situations where you would want to withhold care, and any religious restrictions regarding treatment and post mortem care.

Yes! Each of these documents has a specific purpose that pertains to either your future incapacitation or death, and together they comprise a complete estate plan that will cover your needs regardless of what the future holds.

Absolutely. Estate planning isn’t just about distributing assets, although that is certainly an important aspect. A good estate plan is also going to prepare your family to deal with any situation where you become incapacitated and they are tasked with managing your healthcare and finances. Don’t leave your family wondering what to do in an extremely stressful event such as this, prepare now so that they can proceed with confidence later, if they ever need to.

Trusts are an excellent estate planning tool that provide many useful benefits such as: Added control: Include conditions or milestones in your estate plan that must be met prior to assets being distributed, such as “to Johnny, but only after he graduates college.” Divorced? A living trust can ensure that there is separation between your finances and your ex, should you ever pass away and they become the sole guardian of your children. Avoid probate: Probate is the process of wrapping up one’s affairs through the state court system. This process can be costly and often involves long delays between when someone passes and when their heirs can receive and benefit from the estate. A living trust will avoid this process for all assets in the trust, immediately granting access to them by your beneficiaries at the time of your passing. Own property? Run a business? Chances are you don’t want a months or longer delay between when you pass away and when your heirs can step in and manage these assets. If you find yourself in this situation you should strongly consider using a living trust.

Yes! PlanFromHome was designed using new technology and taking advantage of recent changes in the law to create a process that will let you create your entire estate plan, from speaking with an attorney to signing your documents, all from the comfort of your own home. You’ll even still get a physical copy of your entire estate plan once complete.

PlanFromHome is designed to streamline the process of creating an estate plan for those with a certain amount of assets and uncomplicated goals. Usually our attorneys can gather the information we need and answer all of your questions within the 30 minutes allotted to your case. However, we understand that every client’s needs are different, and therefore we do offer additional attorney time at an hourly rate. As a client of PlanFromHome you can book as much of this time as you feel you need.