Thanks for Scheduling.

You will receive an email with confirmation of your appointment. Below are some topics to think about before your appointment.

Considerations For Your Will


If you have minor children, one of the most important functions of a will is to name who you would want to serve as the guardian of your children if you were to die while your children are still under 18. 


For your will, you’ll select an executor (and usually at least one backup). The executor is the person who settles your estate after you die. Your executor ensures the directions you provide in your will are carried out.


In order to ensure your planning is complete, you will need to come up with a comprehensive list of what you own. Some things need to be included in your will while others automatically pass through other legal documents. 

Considerations For Your Trust


Like the Executor in your will, the Trustee is the person who makes sure your trust is handled as you direct. For some trusts, you will be the trustee while your are alive, but you will need to select who would take over in the event of your incapacity or death.


You’ll be deciding who benefits from your trust. You will also decide when your trust makes distributions to others, would you want those distributions to be outright or perhaps only partial distributions based on the age of the person receiving the distribution.

Special Needs

If anyone in your family has special needs, you might consider a separate special needs trust, or including provisions for a special needs trust in your own trust. It is important to identify anyone in your family who may have special needs.

Considerations For Your Power of Attorney

Your Attorney-In-Fact

The person you name to act for you in a power of attorney is called your attorney-in-fact. It is critical to choose wisely. Your Attorney-In-Fact must be someone you know will make sound decisions on your behalf.


Kind of like a chess piece, the person acting on your behalf under a power of attorney is bound by a set of rules. The powers you give in the document dictate how and when this person can act on your behalf.

Considerations For Your Health Care Directive

Health Care Surrogate

With a health care directive, you can name a person to make health care decisions for you if you are unable to make those decisions. It is very important for you to discuss this decision with the person to make sure he or she is comfortable with this responsibility.

Medical Decisions

Whether or not you pick a health care surrogate, the health care directive provides you the opportunity to provide direction to a surrogate or medical professionals about whether you would want life-sustaining treatments or supplemental food and hydration.

Body Donation

Through your health care directive, you can specify whether you would authorize donation of your body to science.