Estate Planning

While you're living and healthy, you value being able to make your own decisions about your finances, property, health care, and raising your children. Should you die or become incapacitated, you hope others will handle these matters for you according to your wishes.

The only way to assure that will happen is through estate planning. This process involves weighing various personal and financial decisions and creating legal arrangements to carry out those decisions. At Ivy Law Group we can help ensure that your valuable resources and hard-earned assets are distributed according to your precise wishes in the most efficient manner possible.

Documents that you may wish to have included are a will, a health care directive (also referred to as a “living will”), a financial power of attorney, a health care power of attorney, a directive regarding disposition of your remains.

We provide an initial consultation, at no charge, to help you determine the legal documents that are best suited for your situation.

First Steps:

• Consider who you would like to handle your affairs for you if you became incapacitated. Think of at least two people whom you trust to serve in this role.
• Review and begin filling out the estate planning questionnaire.
• Contact Ivy Law Group for a free consultation to review your estate planning needs.

Survivor's Manual

We have drafted a document to help you help the loved ones you leave behind during the painful and difficult time following your death. This document should be completed and kept in a file labeled “upon my death” in your home. Because this document will eventually contain important and confidential financial information, it is important not to email it or keep it in a place where it could become compromised. Download the Survivor's Manual document.