ESTATE PLANNING

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At Mosaic Legal Support Services, we aim to assist the local community in understanding the significance of estate planning, regardless of their stage in life. We firmly believe that having a solid estate plan in place is essential for the well-being of your loved ones and the security of your assets.

To provide comprehensive estate planning solutions, we have joined forces with a team of skilled attorneys. Together, we offer cost-effective estate plans that are tailored to meet your individual needs. These plans ensure that your wishes are clearly communicated and that your assets are safeguarded for your surviving beneficiaries, whether they are a spouse, child, friend, or charity. By using our estate plan portfolios, you can rest easy knowing that you will have an enforceable Will or Revocable Living Trust.

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THINK ABOUT IT: What if you were to die tomorrow? Are you and your family prepared for such a situation? Have you thought about what would happen to them? Could your family potentially argue over your personal belongings or assets? Moreover, have you considered the possibility of your children being separated and placed in different homes? What about your business? Have you contemplated a succession plan? If you find yourself unsure about the answers to these questions, it is evident that you could greatly benefit from having an Estate Plan in place.

Considering these important matters is crucial for anyone, regardless of their current circumstances. It is essential to have a plan in place to ensure the well-being of your family after your passing. If you haven't done so already, it would be wise to think about creating an estate plan with the assistance of one of our partnered estate planning attorneys. An estate plan can help you outline your desires concerning the distribution of assets, potential guardianship arrangements for your children, and the management of your business, among other crucial matters.

By working with an attorney and drafting legal documents such as a will, trust, and power of attorney, you can ensure that your wishes are properly documented and legally binding. An estate plan can help minimize conflicts among family members and provide clarity on how your assets should be handled. It also enables you to designate a trusted individual to handle your affairs if you become incapable of doing so.

One important aspect of estate planning is the flexibility to adapt and update your plan as life circumstances change. Events such as marriage, having children, acquiring new assets, or changes in tax laws may necessitate revisions to your estate plan. Regularly reviewing and updating your plan guarantees that it aligns with your current situation and intentions.

Taking the time to create an estate plan is a thoughtful and responsible approach to safeguarding the well-being of your family and protecting the legacy you leave behind. Remember, estate planning is an ongoing process that can bring you and your loved ones peace of mind for years to come.

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Services Include:

1. Initial Attorney Consultation

2. Preparation of the following documents:

             Last Will and Testament and/or Living Trust

             Financial Durable Power of Attorney

             Health Care Power of Attorney (including Living Will)

             HIPAA Authorization and Waiver

             Guardianship of a Minor Child *if applicable    

             Final Disposition Instructions

     3. Final Attorney Consultation

     4. Signing Ceremony

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