Use This Form If:

• Individuals who are married with adult children often seek to establish an estate plan to ensure their assets are distributed according to their wishes after passing. This is particularly important to avoid family disputes and ensure clarity regarding inheritance.
• Situations requiring an estate plan can arise when a couple wants to protect their property and ensure that their adult children are taken care of financially. Having a comprehensive estate plan can provide peace of mind and security for both the parents and their children.
• For those who wish to avoid the high costs associated with hiring an attorney for each individual document, this estate planning packet offers a cost-effective solution. It allows married couples to obtain all necessary forms in one convenient package, saving both time and money.
• Couples may find themselves in need of an estate plan when they want to make healthcare decisions in advance. By preparing a healthcare directive, they can ensure their medical preferences are honored even if they become incapacitated.
• When individuals want to ensure that their financial and healthcare decisions are made by someone they trust, establishing a power of attorney is essential. This form allows them to designate a trusted person to make decisions on their behalf if they are unable to do so.