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WHAT WE DO

Give the gift of proper estate planning to your family. 

Our comprehensive planning will ensure that your loved ones are protected. Your estate plan will include the following documents.

REVOCABLE LIVING TRUST

Helps you avoid probate, protects your legacy, and provides protection for incapacity.

POUR OVER WILL

Helps you avoid probate and ensures guardian protection for minor children.

POWER OF ATTORNEY

Designate an agent to make decisions for you in the event of incapacity.

ADVANCE HEALTH CARE DIRECTIVE

Include an individual health care instruction & a power of attorney for health care decisions.

DEED TRANSFER

Retitle your home or other real property in the name of your trust to help avoid probate.

ANCILLARY DOCUMENTS

To complete your estate planning, we provide a HIPPA Release, a Trust Certification, and a General Assignment.

WHAT’S INCLUDED

Estate Planning Options

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Virtual Appointment

  1. Discuss framework of estate plan with attorney over phone or video.
  2. Review your drafts with an attorney over the phone or video.
  3. Sign and notarize estate plan documents with mobile notary.

GET STARTED
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In Person Appointment

  1. Discuss framework of estate plan with attorney in person.
  2. Review drafts with attorney in person and finalize documents for execution.
  3. Sign and notarize estate plan documents with attorney in person.

GET STARTED
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We Live & Breathe Estate Planning

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Family Members Protected
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Trusts Composed
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Wills Drafted
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Probates
ESTABLISHED 2014

Protect your loved ones with Klosek estate planning.

Let's Work Together

Contact Us To Schedule Your Free Consultation