Estate Planning

Let Aprier Business Solutions help protect your family’s future with an estate plan.

Specify your health care wishes and whom you would like to carry them out.
Help your loved ones to avoid delays and high court costs after you pass away.
Name a specific person or persons with whom you would like to handle your financial affairs if you are unable to do so.
You can decide who gets your property and care for your family if something happens to you.
Make sure that all bank accounts have direct beneficiaries. The beneficiary needs to only go to the bank with your death certificate and an ID of their own.

Avoiding Probate

What is Probate & How to Avoid It?

Probate is a court-supervised proceeding that authenticates your Will (if you have one) and approves your named Executor so he or she can distribute your property and belongings.

Probate is always easiest if you have an estate plan that clearly defines your wishes.

If you DO NOT have your estate planned (meaning your estate is intestate), this process becomes more complicated because there is no documentation stating your final wishes. Then it is up to the courts to handle proceedings and make all decisions for you.

Let us help you protect your family from the headaches that probate often causes loved ones.

Living Will / Advance Directive: [aka POA for Healthcare]

This document allows one to designate someone to make healthcare decisions for their person. Allows one to put in writing exactly what you want to be done in the event you cannot speak for yourself when it comes to healthcare decisions. It is a legal document that outlines your wishes with regard to health care, such as your request for or refusal of certain medical treatments or procedures, along with the (optional) selection of a chosen agent or decision-maker.

Last Will and Testament: [aka a “Will]

Designates to whom personal belongings will go too. It sets forth your preferences regarding asset distribution after death, such as who will inherit your personal belongings, your money, or your home.

Living Trust (aka “inter vivos” trust):

It has the advantage of making funds and assets available more quickly than Wills. The assets included in the trust could be distributed upon your death or if you become disabled. Living Trusts do not have to go through the standard probate process, so funds can be distributed to cover your death expenses or to care for minors or disabled family members.

Memorial Plans:

Allows one to say exactly one’s wishes as far as the disposition of the body and the services. Our Funeral Planning Checklist will help guide loves ones through the memorial planning process. You have things that are uniquely important to you and you may want to include those in your memorial. Maybe you have a special reading or location in mind, perhaps you want to explicitly state if you'd like to be buried or cremated. No matter your wishes, drafting your Memorial Plans helps ensure they're carried out.

Health Care/Medical Power of Attorney:

A Healthcare aka Medical Power of Attorney is a legal document that gives a trusted person or entity the authority to make medical decisions on your behalf if you are incapacitated or cannot do so on your own.

This person called an "agent," will be able to make choices for you such as whether you should be admitted into a care facility, whether you'll receive experimental treatments, or if your medical providers will be allowed to connect you to machines to keep you alive.

With this official legal document on hand, your agent can provide confirmation to healthcare providers and other parties that they can legally act in your interest.

Durable Power of Attorney:

A Durable Power of Attorney is a legal document that allows you to grant someone else the authority to handle legal and financial affairs on your behalf, such as signing contracts, accessing your bank account, and buying or selling property, when you are unable to.

A Durable Power of Attorney is "durable" because it endures or remains in effect even if you are incapacitated.

Transfer on Death Deed (TOD)

A Transfer on Death Deed can be an easy way to transfer the ownership of property when you pass. By naming one or more new owners and going into effect automatically upon death, a Transfer on Death Deed can help simplify end-of-life planning and make sure your wishes are carried out.

Important Note: Transfer on Death Deeds are currently only allowed in the following states: Alaska, Arizona, Arkansas, California, Colorado, District of Columbia, Hawaii, Illinois, Indiana, Kansas, Maine, Michigan (called a Ladybird Deed), Minnesota, Missouri, Montana, Nebraska, Nevada, New Mexico, North Dakota, Ohio, Oklahoma, Oregon, South Dakota, Texas, Virginia, Washington, West Virginia, Wisconsin, Wyoming

***If you do not see the services that you are looking for, please connect with us so that we may see how we can best assist you.

IMPORTANT REMINDER

*** Aprier Business Solutions is not a Law Firm. All documents created were carefully viewed by our partnering Attorneys***.