Estate Planning


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Estate Planning


No matter what stage of life you are in, you will benefit from developing a customized estate plan to fit your life situation. Nathan has the tools and education necessary to work with you on the develpment of your own estate plan.


Each individual or couple begins the estate planning process with a free consultation. Included in the consultation is a questionnaire to figure out the client's current life situation and future needs. Together with the client, Nathan decides whether a Last Will and Testament ("Will") or a Revocable Trust ("Trust") would be the best option for the client. Nathan then develops the Will or Trust with continuous consultation. The finished product is given to the client in a professional binder that will hold all of the necessary estate planning documentation. 


Last Will and Testament


Included in a Last Will and Testament package is the following:

-Will for each individual

-Power of Attorney ("POA") for each individual

-Advanced Health Care Directives ("AHCD") for each individual

-Professional binder

Revocable Trust


A revocable trust is similar to a traditional will in that it allows an individual to dispose of their property upon their death. The advantage to using a revocable trust is that it avoids the costly and time consuming probate process that an estate goes through if there is only a will in place.


Included in the Revocable Trust (also called Living Trust) package is the following


-Revocable trust- individual or  couple

-Pour over will for each individual

-Power of Attorney ("POA") for each individual

-Advanced Health Care Directives ("AHCD") for each individual

-Trust funding documents

-Professional binder

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