Basic Estate Planning
Establishing an estate plan is one of the best gifts you can give your family. Meier & Barlow's basic estate planning packet includes:
Last Will and Testament
Living Will and Health Care Power of Attorney
Durable Financial Power of Attorney
Beyond Estate Planning
Our estate planning practice extends far beyond as we can also draft several types of trusts (including Special Needs Trusts), buy-sell agreements, codicils and other amendments, HIPAA-compliant authorizations, life insurance beneficiary instructions, and letters of intent.
When you come to us for your estate planning needs, whether it is because you have just had a baby or because your estate may be subject to estate tax, we will review your estate comprehensively and listen to your concerns about your finances, family, and health.
After you have signed your documents, we will provide you with a letter detailing our instructions regarding each document that you have signed. We also provide as many copies of your documents as you would like so you can share them with your children, physicians, and other professionals.
Financial Powers of Attorney
Health Care Powers of Attorney
Living Wills
Limited Powers of Attorney
Special Needs Trusts
Wills
Trusts