Estate Planning

Drukker Law Inc. meets with each client to get to know the client’s particular circumstances, with the ultimate goal of creating an individualized estate plan that makes sense for the client. Although the components of an estate plan will differ from client to client, we typically recommend the following:

A will to:
- Distribute your property to your specified beneficiaries on your passing or, if you have a revocable trust, transfer to your revocable trust all assets that were not effectively transferred during your life
- If you have minor children, specify your wishes for the guardian of your children, should they need one
- If you have minor children or adult dependents, but no revocable trust, set up a testamentary trust to manage your estate for your loved one’s benefit
A revocable trust, if needed, to:
- Identify a trustee to handle your estate on your passing
- Distribute your property to your specified beneficiaries on your passing
- If you have minor children or adult dependents, set up the mechanics for your trustee to manage your estate for your loved one’s benefit
- Avoid public, time-consuming, and resource-consuming probate proceedings

An advance health care directive and an authorization to use and disclose protected health information to:
- Identify an agent to make health care decisions for you in the event you cannot make them yourself
- Give your agent direction regarding your wishes on certain end of life decisions
- Give your agent access to the health information they need in order to make informed decisions
A durable power of attorney for financial matters to:
- Identify an agent to make financial decisions for you in the event you cannot make them yourself
Transfer documents to transfer certain property into your revocable trust, such as:
- One or more grant deeds for real property
- A general assignment for non-titled personal property
A certification of trust to use with banks and the like when transferring accounts to your revocable trust