Estate Planning
A Complete Estate Plan
One coordinated set of documents that covers your property, your health care, and your family, during your life and after it. Free consultation. Flat fee quoted in writing before any work begins.
What a plan does
Three questions every plan answers
Who manages your money and property if you can’t? Who speaks with your doctors if you can’t speak for yourself? Who receives what you own when you die, and when? A complete estate plan answers all three in documents written to work together, so your family isn’t left to fill the gaps in court.
I design and draft every plan myself. Before anything is written, I learn how your family is put together, what you own and how it is titled, and what concerns you most. The documents follow from that conversation, not from a template.
At a glance
Revocable living trust
Pour-over will
Durable power of attorney
Advance health care directive
Deed and trust funding instructions
Free consultation, flat fee
What’s in the plan
Four documents that work together
01
Revocable living trust
Holds your home and accounts during your life and passes them to your beneficiaries without probate. You stay in control as your own trustee.
02
Pour-over will
Catches anything left outside the trust and moves it in. It is also where you nominate a guardian for minor children.
03
Durable power of attorney
Lets the person you choose handle banking, bills, taxes, and property if you become unable to.
04
Advance health care directive
Names the person who speaks for you with doctors and records your wishes about treatment and end-of-life care.
Beyond the signature
A plan only works if it is funded and kept current
Funding the trust
A trust controls only what is titled in its name. After signing, my office records the deed that moves your home into the trust and gives you written instructions for retitling accounts and updating the beneficiaries on life insurance and retirement accounts.
How the process works
You and I meet by video for a free consultation, then a design session. I draft the documents and walk you through every page. You sign at the Montanez Yu office, where the notary and witnesses are arranged for you, and your finished binder is delivered to you.
When to update
Review the plan after a marriage, divorce, birth, or death in the family, a move from another state, a major change in assets, or every few years regardless. Most changes to a trust are made by amendment rather than starting over.
Plans with more moving parts
Blended families, a child with special needs, a family business, rental property, or charitable goals can all be addressed within the same plan. At the consultation, I will tell you whether your situation calls for anything beyond the core documents.