Romer Debbas LLP specializes in assisting its clients with proper planning for their estates. As part of the process, our experienced team will meet with the client to gain an understanding of the estate assets as well as the client’s intentions. In the most common situation, the key documents that client will need are the following:
- LAST WILL AND TESTAMENT – this multi-purpose estate planning document will appoint an executor to oversee affairs of the estate, appoint trustees and guardians for children and designate beneficiaries of the estate.
- DURABLE POWER OF ATTORNEY- this document designates an individual to make important financial and medical decisions.
- HEALTH CARE PROXY – the document via which the client makes their health care intentions clear and appoints someone to make important health care decisions.
