Estate Planning Package
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Estate Planning Package from Troxell Leigh PC-$4,500 value
Protect what matters most with this professional estate planning package! You'll receive expert legal guidance to create a personalized will, power of attorney, and healthcare directive, ensuring peace of mind for you and your loved ones. Whether you're starting fresh or updating existing documents, this package is an invaluable investment in your family's future security.
Troxell Leigh P.C. estate planning attorney and partner, Cassandra L. Kincaid, Esq., will formulate an estate plan that addresses your situation and concerns. Planning documents will include:
Revocable Trust: A will-substitute arrangement designed to provide a continuing financial management structure in the event of disability, avoid probate complications, and provide for your children after your deaths.
Wills: Appoint Executors for your estates and guardians for your children. Transfer to your Trust any assets not already transferred there by you during your lifetimes.
Durable General Powers of Attorney: For financial matters; designed to avoid the necessity of court-appointed guardianship in the event you become mentally incapacitated.
Durable Medical Powers of Attorney and Advance Medical Directives: Appoints an "agent" to make medical treatment decisions for you should you become incapable of making an informed medical decision.
Assignment of Tangible Personal Property: Transfers your tangible personal property to your Trust.
Designation of Standby Guardian: Designates temporary guardian for your children in the event that you are unable to care for them.
Emergency Medical Treatment Consent: Authorizes an "agent" to provide health care to, and to arrange and authorize treatment for, your children in the event that you are unavailable.
Revocable Trust Funding Instructions: Specific instructions for the transfer or
designation of your assets to your Trust and trust funding assistance.
The $4,500 value of this package may be applied to more advanced estate planning, if needed.
This package may not be transferred and may not be redeemed for cash.
Estate planning engagement must be commenced with Troxell Leigh P.C. before December 1,
2025.
Donated By Troxell Leigh P.C.