Estate Administration - Probate

When you are responsible for handling the legal affairs of someone who has died, you are likely to have to get involved in the probate process. Probate is the legal process by which the distribution of possessions and resolution of claims occurs after someone dies.

Estate Planning

Estate Planning covers documents related to assessing your assets and determining how to distribute them before and after your death. There are planning worksheets, estate size calculators, and documents for specifying the details for your memorial or funeral service.

Estate Planning - Power of Attorney

A Power of Attorney allows you to give legal permission to another person or organization to act on your behalf in a variety of legal and financial situations. The different types of POA: General, which grants broad powers; Special, allows you to grant authority for specified situations only; Healthcare, only gives authority to act on your behalf in with regard to medical care.

Estate Planning - Living Wills

Your living will is an important part of your estate plan.  Your living will allows you to specify your intentions regarding end of life decisions or designate an individual to make those decisions for you.

Estate Planning - Trusts

A trust is a legal and financial entity that designates the use of the assets assigned for a specific purpose. You can set up a trust to save for college for your kids, to designate how you (and your spouse) wish to spend the assets you have while you are living, and indicate the distribution of what assets are left after your death.

Estate Planning - Wills

Your will is an important part of your estate plan - it specifies how you would like your possessions to be distributed after you die and who you would like to be in charge of managing the process. We have wills that are tailored for your life situation - single, married, adults with and without children, and grandparents.

Family & Personal - General

Documents like cohabitation agreement, birth certificate request letter, elder care authorization.

Family & Personal - Marriage

Here you'll find change of address, legal name change, marriage certificate request, and prenuptial agreements.

Family & Personal - Divorce and Separation

A collection of documents you may need to negotiate your divorce successfully - a divorce worksheet, settlement agreement, records request, child support payment request, and more.

Power of Attorney

A Power of Attorney allows you to give legal permission to another person or organization to act on your behalf in a variety of legal and financial situations. The different types of POA: General, which grants broad powers; Special, allows you to grant authority for specified situations only; Healthcare, only gives authority to act on your behalf in with regard to medical care.

Real Estate - Deeds

A deed is commonly used to transfer interest in a property or land to a new owner in exchange for an agreed upon sale price. Some deeds provide more protection and guarantees than others; make sure you get a deed that covers the aspects you need for your transaction.

Real Estate - Home Purchase, Home Sale, Moving Home

Use the documents in this section to get organized if you are buying or selling a house or planning to moving. Helpful docs include evaluation and inventory worksheets, purchase or sale worksheets, and a comprehensive moving checklist.

School & Education

Transcript requests, confirmation of enrollment, request a copy of school records, set up a college education trust.