Estate Planning Resources

These resources are here for you to become familiar with Estate Planning.

Estate Planning Requirement: Notarization

The National Notary Association defines Notarization as “the official fraud-deterrent process that assures the parties of a transaction that a document is authentic and can be trusted.” An improperly signed document can leave an estate plan open to claims by unintended beneficiaries, and thus it is very important to employ a notary public to certify the signing of your documents.

The following estate planning documents require notarization:

  • Revocable Living Trust

  • Certification of Trust

  • Grant Deed (Property Transfer) to Revocable Trust

  • Assignment of Personal Property

  • Durable Power of Attorney

  • Advanced Health Care Directive

  • HIPPA Waiver (Health Information Disclosure Authorization)

Why It’s Important to Fund Your Trust Now

For those that need and choose a trust-based estate plan, you will have an important step to complete after you receive your documents from the attorney. That step is called “funding” your trust.

Additional Estate Planning Documents

Become familiar with these documents and ask if they’re right for you during your consultation

Articles

  • Beneficiary Designations and Personal Property Memorandums

  • Funding and Transferring Documents

  • Financial Power of Attorney

  • Advanced Healthcare Directive

Estate Planning: A Necessity

Irrespective of the size of your estate, your age, or the complexity of your situation, an estate plan is a necessity. Traditionally, estate planning was thought beneficial only for those with large assets. However, that misconception is not true.

Durable Powers of Attorney: Should I Have One?

Consider the questions of how will the necessary medical directions be communicated, and how will financial matters be handled without conscious contribution by the patient?

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