Estate Planning Documents

sign pen business document


Your Will is meant to express your intentions of how you would like your legacy to be distributed after you are gone. Right now is the time to plan and articulate your wishes to ensure your assets are gifted with your intentions in mind.

Power of Attorney

Set up a back up signing authority for financial matters incase you are not able to sign for yourself. Name someone as a backup that can help you out in a situation where you are physically away or are incapacitated and cannot sign for yourself.

Representation Agreement

(Section 9)

Plan in advance and appoint a Representative to make decisions about your health and personal care if you find yourself incapable of making these decisions on your own.

You can pick and choose what help you would like your Representative to be to perform in the time of need. The “Adult” (person creating the Representation Agreement) can authorize the representative to do anything necessary in relation to the personal care or healthcare of you or you can pick and choose what authorizations you would like to allow.

Health Care Advance Directive

Give heath care providers specific directions to whom can make decisions on your behalf when you are not able to make them on your own. Plan in advance by expressing and documenting your wishes, values and beliefs about future health care treatments.