Critical Preparation Guide: COVID-19

In times of uncertainty, we must stay vigilant. We have to ask ourselves, what can I do? How can I protect my family? What can I do to support my community?

Here at the office, we’ve also asked ourselves “What can we do?”

We’ve put together some free resources for you. Now more than ever, action and preparation is essential. We hope you find peace of mind in preparation.

The Essentials:

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Health Directive

This legal document outlines what actions should be taken, regarding your health, in the event that you are not in a position to make your own decisions.

Health Directive PDF

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Power of Attorney

This legal document is where you specify who has the agency to manage your property & financial affairs if you are not in a position to make your own decisions. It is recommended to specify the extent to which your appointee can manage your affairs.

General Power of Attorney PDF

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Will

We protect what you’ve built. It is much more than just distributing your assets. Your will is a legal document which dictates how your assets, properties, minors under your care, and even pets are handled in the event of your death. Download the 5-part planner on our “Resources” page.

COVID19

Our Philosophy

1

Insight.

Insight comes from experience. The realm of estate planning, is wide and continuously adapting. Between years of experience and adapting constantly, we make your estate planning process simple, comprehensive, and cost-effective.

2

Preparation.

By failing to prepare, you are preparing to fail. Life has a predictable way of being unpredictable. Our process is designed to continuously prepare you, your loved ones, and your family for any situation.

3

Trust.

As the years add up in this industry, we acknowledge more deeply the gravity of our work in the lives of our clients. Being aware of the privilege it is to assist our clients is to leave no stone unturned. Considering the nature of our services- you need a team dedicated to the details.