Certificate good for either Special Needs Planning or Traditional Estate Planning Services.

Special Needs Planning Services include:

Lifetime Needs analysis:

Government Benefits and Entitlements Coordination
Letter of Intent
Resource Information
Concerns involving the death and/or disability of a parent or caregiver
Coordinating beneficiary designations on insurance, retirement plans and annuities
Coordinating the plan with your other professional advisors
Last Wills and Testaments
Revocable Family Trust
Special Needs Trust
Living Wills
Healthcare Power of Attorney
Mental Health Power of Attorney
Legal/Financial Power of Attorney
Amendments and Codicils for other family members legal documents
Estate Settlement Tax Estimates
Plan Implementation, a written plan delivered and reviewed

Traditional Estate Planning Services Include:

Last Wills and Testaments
Revocable Family Trust ( Certificate and Declaration of Trust)
Living Wills
Medical Power of Attorney
Mental Health Power of Attorney
Legal/Financial Power of Attorney
Living wills/All POAs prepared for adult single children over age 18
Coordinating beneficiary designations on insurance, retirement plans and annuities
Coordinating the plan with your other professional advisors
Plan Binder

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