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Estate Planning - General

Most people understand estate planning as the mechanism for distributing assets upon death. However, estate planning involves much more than that, and is often more of a life-planning tool. The general estate plan is established to avoid probate, minimize taxes, nominate guardians, nominate individuals to act on your behalf if you are incapacitated, identify successor trustees, and provide an asset distribution plan. The general estate plan usually consists of the following documents:

  • Living Trust
  • Pourover Will(s), including guardianship provisions
  • Durable Power(s) of Attorney for Financial Matters
  • Advance Health Care Directive(s)
  • Deed(s) transferring real property to the Living Trust
  • Certification of Trust

Given the importance of these documents, Omni Law Group is committed to making sure that you are completely satisfied with every provision in them. All of our general estate plans are billed on a flat fee basis so you can feel comfortable asking any and all questions, and making any changes you deem appropriate throughout the drafting process.