South Jersey Wills and Estates
Don’t be caught unprepared. You and your love ones need the protection provided by a will, living will, and power of attorney, even if you believe there is nothing to be distributed upon your death. Together, these documents can save your loved ones valuable time and money if you die, or become incapacitated and you cannot make financial or medical decisions for yourself.
We will review your current financial picture, including the status and location of your current assets, bank accounts, business assets, short and long term investments, retirement assets, and real property holdings. We will consider the status of any insurance policies that you may own and discuss the need for increasing or decreasing the face amount. We will discuss your marital status, family structure and physical location of your beneficiaries. We review your religious affiliations, internment plans, and who you will want to be in charge of these decisions. We will discuss distribution of your assets to all of your beneficiaries and discuss the requirements for those under the age of majority (18). We will determine if trusts will be required for your beneficiaries, independent of their age. We will also discuss any custody provisions that you may require for minors
We will use Five Wishes® (Aging with Dignity) to determine:
Who you want to make care decisions for you when you can’t
- The kind of medical treatment you want or don’t want
- How comfortable you want to be
- How you want people to treat you,
- What you want your loved ones to know.
We will draft your documents and review them with you, either on the phone or in person. In a final meeting, we will sign them in front of two witnesses. In some cases assessment and signing can be done in your home or in a health care facility. Fees are based on the complexity of your matter, but generally, a fixed fee of $500.00 is charged for the entire process. Discounts are provided for joint wills between spouses.