Estate Planning

Initial Consultation

Estate planning is the process of arranging for the management and distribution of a person's assets after their death or incapacitation. It ensures that a person’s wishes are carried out regarding their property, finances, and healthcare. It typically involves creating legal documents that dictate how a person's estate should be handled, including who will inherit assets and who will manage affairs if they become unable to do so themselves. The key components of estate planning include: Wills, Trusts, Powers of Attorney, and Beneficiary Designations. Notaries can help in estate planning by witnessing signatures, acknowledging documents, certifying copies, and remote online notarization (RON). In summary, notaries play a crucial role in making estate planning documents legally binding and secure, helping to ensure the avoidance of legal challenges.