Dogwood Estate Planning

Estate Planning

Wills & Trusts

... designed to preserve your wealth, honor your wishes,

and keep your family out of court & out of conflict.

Estate Planning in Alabama involves more than just a Last Will and Testament. At Dogwood Law we take a comprehensive approach to Estate Planning for Alabama residents that involves all of your tangible and intangible assets.

While a last will and testament is a common estate planning tool, it is incomplete alone to properly ensure your wishes are accomplished following your death.

To design better Estate Plans, Dogwood Law takes a comprehensive assessment of your family and financial life.

At Dogwood law, we offer two solutions to achieve estate planning objectives for Alabama residents.

The first solution is a will plan that utilizes four key documents. Those four documents are a Last Will and Testatement, a Living Will, also known as an Advanced Healthcare directive, a General Durable Power of Attorney, and a General Healthcare Power of Attorney.

The second solution is a revocable living trust plan that involves varying degrees of complexity depending on the dynamics of your estate. This solution is ideal for those with assets that otherwise must go through the probate process to transfer the title to one's heirs. This solution is recommended to those who wish to avoid the delays and hassels of the probate court which can take months or even years to finalize and drain a considerable amount of the estate's value.

The Trust Plan

Includes:

  • Revocable Living Trust Agreement
  • Living Trust Certificate
  • Asset Transfer Instructions
  • Medical Power of Attorney
  • Warranty Deed and Recording Fees
  • Pour-Over Last Will & Testament
  • General Power of Attorney
  • Living Will
  • Estate Plan Portfolio

The Will Plan

Includes:

  • Last Will & Testament
  • General Power of Attorney
  • Medical Power of Attorney
  • Living Will
  • Estate Plan Portfolio
To learn more about planning your estate, get in touch with us