FULL ESTATE PLAN

All Encompassing| Foundational | Fully Executed

A Full Estate Plan includes the fundamental documents every person needs to provide all around legacy protection and to prevent against emergencies.

A Full Estate Plan includes the following:

  • An Electronic Will transfers your property to others, communicates your burial wishes, and, if needed, appoints a guardian for your minor children after your passing. All while executed with us completely virtually.

  • A Living Will communicates your preferences for medical care to your agent, doctor, and any other health care professional when you cannot.

    A Living Will works with a Health Care and a Mental Health power of attorney as it guides the decision making of your agent and healthcare providers.

  • A Durable Financial Power of Attorney allows a chosen agent to manage your financial matters, ensuring you and your family’s finances are secure even when you cannot tend to them.

  • A Healthcare Power of Attorney allows another person to make decisions about your healthcare when you are incapacitated.

    A Living Will expresses your preferences and a Healthcare Power of Attorney grants another the authority to make those decisions.

  • A Mental Health Power of Attorney allows an agent to make decisions about your mental health care when you are incapacitated. It operates like a Health Care Power of Attorney but is limited to mental health medical situations only.

All documents within a Full Estate Plan are executed 100% Virtually

Five Benefits of a Virtual Full Estate Plan

  • If we act as your Qualified Custodian, we offer a fully accessible, personal, online digital vault where we store copies of these documents. Never worry again about where your vital estate planning documents are located.

    Additionally, Arizona has an online system that can store your Living Will, Healthcare Power of Attorney, and your Mental Health Power of Attorney. This means that healthcare professionals can know about and access your wishes in an emergency without you or your family doing anything. We file these documents there for you.

    Completing these documents virtually allows for a smooth transition to these online systems.

  • A Full Estate Plan protects you, your family, your assets, and your health during an emergency situation or death. These documents work together to shield you and your estate from any situation.

    The Durable Financial, Health Care, and Mental Health Power of Attorneys ensure a trusted loved one is there to protect your finances and your healthcare.

    The Living Will expresses your healing desires, guiding both the medical team and your trusted agent.

    And the e-Will transfers everything you own to the rightful people without your family having to track it down.

  • These documents are highly customizable. You retain complete control.

    You can limit the Agent of your Power of Attorney’s actions, so they are authorized only to act how you would like them. And you can choose different Agents for each. The Living Will communicates your exact wishes in different situations for your incapacity. The e-Will ensures your assets go to who you want them to go to as soon as they can.

    Who’s the boss? You are.

  • Virtual Communication is easy communication. You can discuss these sensitive topics from the comfort and privacy of your own home. And no time consuming travel to an office. All of these documents are signed, executed, and notarized completely virtually in our virtual Signing Session.

  • Incapacity and death are awful situations.

    During this time, your family cherishes you and wants the absolute best for you. But each member has different concepts of what “the best” means. Those different opinions, and the high emotions, create intense conflict. A Full Estate Plan ends that squabbling before it can start. You clearly communicate what you want and your family follows.

    Your family can then just focus on you, and not what is “best” for you.