Will, POA & Living Will Package
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​Wills
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Financial Powers Of Attorney -- you choose a person (and a backup in case anything happens to the 1st person) to handle your finances while you are alive, if something happens to you, like a car accident, or dementia.
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Health Care Powers Of Attorney -- you choose a person (and a backup) to handle your health care decisions while you are alive, if you lose your ability to make medical decisions
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Living Wills -- if you are declared by a doctor to be in a vegetative state, you choose what types of health care you would like your doctor to perform, and what types you would not
The process involves 2 meetings. During the first meeting, we'll go through, in depth, every person you want as an heir, every power you want to give your POA Agents (Financial and Health Care), who you'd like to serve as executor after you pass, and all of your assets. This includes IRAs and 401(k)s and Investment Accounts. You can black out amounts - only the names need to be seen to show how the accounts are titled.
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Many Account Owners (i.e., you) have listed the beneficiaries of their IRAs/401(k)s incorrectly or not at all and thousands of dollars were wasted on Estate Lawyer efforts, as well as income taxes, to correct them after the person passed. I will save your estate from all of that with the above task.
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At the second meeting we sign the documents in front of 2 witnesses. I am also a notary. In between the 2 meetings, Ms. Amani takes a few weeks to carefully draft your documents, proofing them in-depth several times. She then emails you the documents via a zero-access encryption account so your privacy is protected, for you to review and report if you need any changes.
Estate Administration after a Loved One Passes
We have an initial consultation to see where we are in the process, whether we're a good fit for each other, and to discuss the legal and emotional timelines, and how best to proceed.
We proceed with the probate process, whether your loved one had a will or not.
Some legal requirements include:
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Ensuring any Medicaid claims back, either partially or fully;​
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Paying any other debts of the Estate;
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Preparing and paying the Inheritance Tax Return (Ms. Amani takes mulitple classes every year on any updates to regulations for these. They are best prepared by an Estate Attorney);
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Contacting a CPA (I can recommend several or you may already have a trusted CPA) to pay any Income Taxes, if they are due only. (Hiring a CPA costs much less than having an attorney prepare these);
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Preparing an Agreement for all heirs to sign that establishes all of the Estate work is done, as well as the handling of finances for the Estate, and finally--listing the beneficiaries' probate Distributions (those that don't include IRAs, for example);
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Distributing to the named beneficiaries.