Create your estate plan while you are mentally capable

Planning your estate is something that must be done while you are still mentally able to make decisions. This doesn't have to be a difficult process. Instead, you just need to set your goals for the estate plan and we will work with you step by step to get it all set up.

There are many different components that you can use in your estate plan. We can start off with planning for the assets that don't already have a plan in place. Some assets, such as bank accounts, are governed by the "payable on death" designations. These don't need to be covered in the will at all.

Some assets might be handled best by placing them in trusts. This enables you to transfer them to the intended party without having to worry about everything getting held up in probate court. There are many benefits to trusts and there are several different types, so you need to make sure that you are using the one that meets your needs for the estate.

On top of the plans for what will happen after you pass away, you also have to think about what you want in the period before your death. Plans for your medical care and finances during this time need to be made just in case you aren't able to make decisions for yourself. These plans come in the form of power of attorney designations and your living will.

We can help you get all of this together. You don't have to be overwhelmed during this process. We will walk you through everything.

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From our office in Surprise, The Dodds Law Firm, PLC, serves our clients' needs throughout the Valley. To schedule a consultation with a lawyer, call 623-208-6098 or toll free at 877-827-9906. You can also contact us online.

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