Leaving a Legacy: Free Estate Planning

Counsel and Advice includes getting advice from experts, having them review relevant information, and getting counseling on how to take action to resolve an issue.

Self-Help Assistance refers to services involving the preparation of common documents, preparing short letters, drafting a routine will or power of attorney, making a telephone call, preparing for court, or other legal documents.

A Will is a document that allows you to decide who will:

1. Get your money and property when you pass away, and
2. Be in charge of distributing your property (the executor).

Wills don’t give anyone power to make decisions for you while you’re alive. A will may be a good option if you have limited assets and/or personal property.

An Advance Health Care Directive is a legal document that allows you to decide about future health care treatment in case you can no longer make your own decisions.

A Financial Power of Attorney is a legal document that allows you (the principal) to give another person (the agent) the authority to make financial decisions and transactions on your
behalf.

A revocable living trust is a legal document that places your assets (bank accounts, real estate, personal property, etc.) in trust for your benefit during your lifetime and specifies where these things should go upon your passing.

Probate is a legal process that takes place when someone dies with a will or with no estate planning documents. An executor (if there is a will) or an administrator (if there is no will) is appointed by the court to make sure property and possessions are given to the correct people, and any taxes or debts owed are paid in full, all under the supervision of the court.

Curing title transfers to prepare for estate planning refers to extensive legal services (such as those that require research, preparation of complex legal documents (complete estate plan), interaction with third parties on behalf of the client, ongoing assistance to clients, etc.) that did not conclude with a negotiated settlement or a decision from an administrative agency or court.

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