Your legacy. Their future.

Planning Essentials

  • Will

    A document that outlines how your assets should be distributed after your passing, names guardians for minor children (so your kids are cared for by someone you trust if the unthinkable happens), and appoints an executor to manage your estate. Without a will, Virginia's intestacy laws decide for you, which may not align with your wishes.

  • Revocable Living Trust

    This flexible tool allows you to transfer assets like your home or investments into a trust you control during your lifetime, avoiding the time-consuming and public probate process. It's ideal for anyone who wants seamless asset transfer to heirs, privacy, and the ability to update as life changes.

  • Advance Medical Directive

    Specifies your preferences for medical treatment if you're unable to communicate, such as end-of-life care or life-sustaining measures. This ensures your healthcare wishes are respected, reducing burdens on family during emergencies—essential for adults of all ages.

  • Durable Power of Attorney

    Authorizes a trusted person to handle your financial affairs if you're incapacitated, covering everything from paying bills to managing property. For Northern Virginia residents juggling work, family, or travel, this prevents court intervention and keeps your matters private and efficient, benefiting everyone from young professionals to seniors.

  • HIPAA Release

    Grants permission for healthcare providers to share your medical information with designated family or friends. In an area with interconnected communities and nearby medical centers, this simple form ensures your loved ones can advocate for you without legal hurdles, making it vital for anyone who wants smooth coordination during health crises.

  • Deed

    A deed is the final step that puts your home (or other real estate) into the revocable living trust you created. This simple action keeps your biggest asset protected, private, and easy to transfer exactly as you want — so the home you worked hard for truly stays in the family.