A will is an important component of end-of-life planning
Custody
Name a trusted guardian
that you’d like the court
to approve having step
in to care of your minor
children
Choice
Appoint a personal
representative you trust to
manage the probate process
and carry out your wishes
Clarity
Clearly outline who you want to inherit
your real estate, assets -such as
retirement accounts, and personal
belongings
When someone passes away without a will, the law—not the individual—decides what happens to their property and who receives it. This process can drag on for months, or years, and result in thousands of dollars in expenses.
If you have minor children, the court decides who will serve as their guardian—without your input and the entire process is public, exposing private family and financial matters.
Planning ahead with a Will or Trust Package ensures that your voice—not the court’s—guides how your assets and loved ones are cared for.