(614) 942-8943 THE FIRM PRACTICE AREAS TESTIMONIALS BLOG CONTACT ME IT’S NEVER TOO EARLY TO PROTECT YOUR ASSETS. LET ME HELP YOU THE ESTATE PLANNING PACKAGE: WHAT YOU TAKE HOME WITH YOU ATTORNEY IN WESTERVILLE, OHIO Success Is a Science; If You Have the Conditions, You Get the Result. -Oscar Wilde Now that you have some of the major pieces for a typical plan, let's put this together, in the form of a checklist-what you might your comprehensive estate plan might look like, at the end of this process. Please Note: The lists below are not comprehensive, other documents are used for planning, including funerary directives, plans for children's care, and more. In each case, most of the documents must be prepared before they're needed; they cannot be generated after the fact. OPTION NO. 1-THE WILL AS CENTERPIECE For those people without minor children, and who do not want to have a lifetime Trust, a typical estate planning package would include: Will Powers of Attorney (e.g., financial, health care or other) Nomination of guardian for disability Health care directives Living will HIPAA release Declaration of disposition of remains (when appropriate). For those people with minor children, and do not want a lifetime Trust, a typical estate planning package would include the same documents as above, but they would have an additional focus on the children's needs. To do that, they can add a Testamentary Trust in the Will, for benefit of children in the event of an unexpected death of their parents, as well as direction for children's guardians and management of assets under the Testamentary Trust. OPTION NO. 2-THE TRUST AS CENTERPIECE For those clients who want a lifetime Trust Agreement, and do not have minor children, they typically receive: Trust Agreement Assignment of personal property to the lifetime Trust A Will that pours over property into a lifetime Trust upon death Verification of non-probate property disposition to the Trust or elsewhere when appropriate Power of Attorney Health Care Directive Living Will HIPAA release Declaration relating to remains (where appropriate) If there are minor children, then the Trust emphasizes disposition and management of assets for the minor, with direction on guardianships if needed. BUSINESS LAW BUSINESS PLANS BUSINESS LITIGATION CREATING AN LLC GENERAL COUNSEL ESTATE PLANNING WHAT TO EXPECT WILLS TRUSTS POWER OF ATTORNEY ASSET PROTECTION THE ESTATE PLANNING PACKAGE: WHAT YOU TAKE HOME WITH YOU DECEDENT ESTATE ADMINISTRATION PROBATE TRUST LITIGATION CONTACT ME TODAY Reach out today to set up your case evaluation. Subject Name Phone Email Give a brief explanation of your case SUBMIT 592 Office Pkwy Ste B Westerville, OH 43082 (614) 942-8943 HOURS Sun Appt. only Mon 8:00 AM - 5:00 PM Tue 8:00 AM - 5:00 PM Wed 8:00 AM - 5:00 PM Thu 8:00 AM - 5:00 PM Fri 8:00 AM - 5:00 PM Sat Appt. only LEAVE A REVIEW © 2021 THE LAW OFFICE OF DAVID G. BALE SITEMAP DISCLAIMER The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. Contacting us does not create an attorney-client relationship.