Estate Planning Document Services

Estate Planning ServicesComprehensive Estate Planning Document Services

Protect your family's future with professional estate planning document services. As a licensed notary public, I provide expert assistance with preparing, reviewing, and notarizing essential estate planning documents to ensure your wishes are properly documented and legally binding.

Essential Estate Planning Documents

Last Will and Testament

  • Simple will preparation and notarization
  • Complex will with multiple beneficiaries
  • Pour-over wills for trust estates
  • Codicil preparation for will amendments
  • Will execution with proper witnessing

Advance Healthcare Directives

  • Living will preparation
  • Healthcare power of attorney
  • HIPAA authorization forms
  • Do not resuscitate (DNR) orders
  • Physician orders for life-sustaining treatment (POLST)

Power of Attorney Documents

  • Durable power of attorney for finances
  • Limited power of attorney for specific purposes
  • Springing power of attorney
  • Real estate power of attorney
  • Vehicle power of attorney

Trust Documents

  • Revocable living trust preparation
  • Trust funding assistance
  • Trust amendment preparation
  • Successor trustee documentation
  • Trust certification preparation

Specialized Estate Planning Services

Family Protection Documents

  • Guardianship designations for minor children
  • Pet care and custody arrangements
  • Digital asset management directives
  • Funeral and burial instructions
  • Personal property memorandums

Business Succession Planning

  • Business succession agreements
  • Buy-sell agreements
  • Key person insurance documentation
  • Partnership dissolution agreements
  • Corporate succession planning

Our Estate Planning Process

Initial Consultation

We discuss your family situation, assets, and estate planning goals to determine which documents you need.

Document Preparation

Using state-specific forms and legal requirements, we prepare your estate planning documents with attention to detail.

Review and Explanation

We review each document with you, explaining the legal implications and ensuring you understand your choices.

Proper Execution

Documents are executed with proper notarization, witnessing, and recording as required by state law.

Secure Storage Guidance

We provide guidance on proper storage and distribution of your completed estate planning documents.

Estate Planning Packages

Basic Estate Planning Package

  • Simple will
  • Healthcare power of attorney
  • Financial power of attorney
  • Living will/advance directive
  • HIPAA authorization

Comprehensive Estate Planning Package

  • All basic package documents
  • Revocable living trust
  • Pour-over will
  • Trust funding guidance
  • Guardianship designations
  • Personal property memorandum

Business Owner Estate Planning Package

  • All comprehensive package documents
  • Business succession agreement
  • Buy-sell agreement
  • Key person documentation
  • Business power of attorney

Why Choose Our Estate Planning Services?

  • Legal Expertise: Thorough knowledge of estate planning law and requirements
  • Personalized Service: Documents tailored to your specific family and financial situation
  • Proper Execution: Ensuring all documents meet legal requirements for validity
  • Convenient Location: Mobile service brings estate planning to your home
  • Confidential Service: Private, secure handling of sensitive family information
  • Ongoing Support: Available for updates and amendments as your life changes

When to Update Your Estate Plan

Consider updating your estate planning documents when you experience:

  • Marriage, divorce, or remarriage
  • Birth or adoption of children
  • Death of beneficiaries or executors
  • Significant changes in assets
  • Relocation to another state
  • Changes in tax laws

Contact Us for Estate Planning

Don't leave your family's future to chance. Contact me today to discuss your estate planning needs and schedule a consultation.

Contact Information:
Phone: 214-414-5226
Email: veroneek@veroneekthenotary.com

Available: Evenings and weekends by appointment
Service Area: Mobile service throughout the metropolitan area

Trust Veroneek The Notary for professional, comprehensive estate planning document services that protect your family and preserve your legacy.