When you begin to undergo the process of establishing your estate plan, it can seem rather daunting and overwhelming.  Do I need a Trust or just a Will? What assets do I put in my Trust? Who should get grandma’s fine china? Do I need Powers of Attorney? Who will be the guardian for my minor children?

We have a finely polished Questionnaire that will help you with this thought process.  Hoffman Law will assist you with this Questionnaire. Once these important decisions are made, we will prepare your estate plan which may include the following:

1. The Revocable Trust Agreement;
2. “A Pour-Over” Will;
3. A Certificate of Trust;
4. A Durable Power of Attorney for Finances;
5. An Advanced Healthcare Directive;
6. Deed(s) to transfer your real property into the Trust;
7. HIPAA Waivers; and
8. Instructions on how to transfer assets to the Trust.

If you already have an Estate Plan in place, Hoffman Law will review your current plan and will provide advise as to whether changes can or should be made depending on the current laws and trends.