ESTATE PLAN WITH “WILL”
- Will
- Financial power of attorney
- Directive to physician (“Living Will”)
- Medical power of attorney
- HIPAA (Permission to disclose protected health information)
Legal Services
Contact us for help creating your Estate Plan, Trust or Will or use the appropriate online questionnaire to jump-start the process. We will contact you with the best estate plan for your needs and an estimate of cost. Social security or credit card information is not requested online. Our estate plans are managed by the Law Offices of Jim Dunlap. All information is confidential.
ESTATE PLAN WITH “TRUST”
- Estate planning letter
- Trust
- Schedule A (List of assets to be transferred into Trust)
- Financial Power of Attorney
- Medical power of attorney
- HIPAA (Permission to disclose protected health information)
- Directive to physician (“Living Will”)
- Letters to change asset ownership to trust
- Deeds to change property to trust
In-Office Evaluation
Should you require unique legal services, contact us to make an appointment.