Estate Planning

Authorizes someone else to handle certain matters such as your health care or finances, and it remains in place if you become incapacitated due to disability, an accident or illness.

Consent obtained from an individual that permits a covered entity or business associated to use or disclose that individual’s protected health information to someone else for a purpose that would otherwise not be permitted.

A document that names someone you trust as your proxy, or agent, to express your wishes and make health care decisions for you if you are unable to speak for yourself. It is also known as a durable medical power of attorney.

A document that sets forth your preferences related to medical care, such as your refusal of or request for a specific medical treatment, in addition to the naming of a chosen agent or decision maker.

A revocable trust is a trust that the trust maker can change, amend or revoke during his or her lifetime. An Irrevocable Living Trust usually can’t be changed without a court order or the approval of all the trust’s beneficiaries.

A document which names your living trust as the beneficiary, which allows any money or property still owned by you individually at death to be transferred, or poured over, into your living trust upon your death.

This letter outlines your instructions for how your funeral and burial should be carried out. It also lists the distribution of personal items that have sentimental value, such as family heirlooms, photographs, and books.