Use This Form If:

• Couples without children often seek to establish an estate plan to ensure their assets are distributed according to their wishes. This is particularly important for those who may have specific friends or charities they wish to benefit after their passing.
• Individuals who have accumulated significant assets may want to protect their property from potential disputes among relatives. Creating a comprehensive estate plan can help clarify intentions and reduce the likelihood of legal challenges.
• For partners in a long-term relationship, having an estate plan is essential to secure each other's rights in the event of incapacity or death. This includes establishing powers of attorney and healthcare proxies to make decisions on behalf of one another.
• Situations requiring financial planning often arise when couples want to ensure their investments and savings are managed according to their preferences. An estate plan can provide guidance on how to handle these assets in various scenarios.
• For those who wish to avoid the high costs of legal fees, purchasing a bundled estate planning packet can be a cost-effective solution. This allows couples to access all necessary forms without the burden of individual purchases.