LIFE & ESTATE PLANNING
 

A Guide to Your Comprehensive Life & Estate Plan

The Law Offices of Holly E. Wertz, LLC works with you to create a comprehensive, personalized life and estate plan customized to meet your specific needs and goals. The following documents may be found in your Life & Estate Plan:


1.

Will:
A statement which provides instruction regarding the distribution of your assets, the payment of your debts, and the custody of your children.

 

2.

Living Trust:
An immediately effective legal instrument which houses your assets and provides instruction for distribution of those assets after your death. This document has the advantages of planning for future incapacity of the creator as well as keeping the details of beneficiaries and assets private.

 

3.

Health Care Power of Attorney:
The legal document which grants named agents the power and authority to make health care decisions on your behalf should you become incapacitated.

 

4.

Living Will:
A statement which provides you the opportunity to outline your intent and desires regarding end-of-life decisions including what should be done in the event of terminal illness and a persistent vegetative state.

 

5.

Durable Financial Power of Attorney:
The legal document which grants named agents the power and authority to handle your financial affairs should you be unable to make those decisions yourself.

 

6.

Anatomical Gift Designation:
A statement of your intent and wishes regarding possible organ donation.

 


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