Legal documents are tools. Our philosophy is that everyone over 18 needs Estate Planning Documents. Our system ensures everyone has access to a simple and affordable way to create them. While the primary reason we recommend them aligns with our mission, we are happy to assist adult children or grand children get their affairs in order.

Commonly known as a Will, Financial Power of Attorney and Healthcare Power of Attorney, these documents protect a family and make it much more likely a persons’ wishes are carried out.

These documents are commonly abbreviated as Will, POA and HCPOA. Documents provided by our affiliated Attorneys usually include a HIPAA release to ensure your loved one’s can receive information from care providers.

Step 1: Contact us by phone or email to discuss your situation. You then choose which documents are best for your situation.

Once retained the attorney may review your current documents and provide advice regarding the need to update or modify the current documents.

Step 2: We will schedule an appointment with our PA licensed Attorney.

Step 3: Finish the Estate Planning documents and have them notarized. We will assist with this if needed.

Note: Due to peculiarities of Pennsylvania Bar rules, our clients write two checks for Estate Planning documents. One for our Consultation and Administrative fee, and one to the Attorney for their services. Even with this arrangement clients total cost is less than the average Elder Law Attorney would charge.

Estate planning documents, or more commonly known as Wills, Trusts, Powers of Attorney (POA’s) are must have documents for anyone over 18.

This does not have to be a lengthy or complicated process. Answer a few questions regarding who will be authorized to make decisions for you if you no longer are able to yourself, and who will handle your estate, and we will be able to have the documents completed quickly.

Below you will find information on basic documents we provide.

We can arrange an in person notary to expedite and simplify finishing the process. If the client is in Southeast PA, Notarization is included in our fee.

We are not a law firm and do not produce the documents or provide legal advice. We link you to a Pennsylvania Attorney who will be producing the documents for you. We suggest you seek out the advice of a qualified Attorney in your state for legal advice specific to your situation.

We place the Powers of Attorney first because they are generally the first and most used documents. Particularly the Healthcare Power of Attorney (HCPOA)

A POWER OF ATTORNEY (POA) is a written document by which you can authorize another person or persons to act for you, as your agent or attorney-in- fact. A Power of Attorney is a legal document, governed by the laws of Pennsylvania.

Healthcare POA (HCPOA)
A Healthcare Power Attorney is vital even if you are married. Your spouse will not be able to legally make decisions for you unless you have a healthcare Power of Attorney.

A Health Care Power of Attorney is a document in which a health care representative can be named to make healthcare decisions for you. A Healthcare POA only applies to health care decisions. A health care representative cannot make financial decisions or decisions that affect your personal or real property.

General Durable POA A durable Power of Attorney, often thought of as a Financial Power of Attorney will continue in effect after you become incapacitated. For example, your agent could conduct financial transactions such as buying and selling property or cars, paying bills, maintaining bank accounts and arrange finances to provide for the best care..

Wills allow you to decide who will receive your personal belongings and property when you die. They also allow a smoother and more affordable probate process for your loved ones.

The affiliated Attorney’s Package includes:

• Last Will & Testament

• General Durable POA

• Healthcare POA

• Living Will (Medical Wishes)

• HIPAA Authorization

Health Insurance Portability and Accountability Act (HIPAA)

On April 14, 2003, the new Health Insurance Portability and Accountability Act (HIPAA) privacy regulations went into effect, which require protection of Protected Health Information (PHI) and limit the disclosure of this information without the consent of the individual.

Our package will allow those who you want to have access to medical information to receive it from healthcare practitioners and other entities.