Navigating the intricacies of planning for your future doesn't have to be an overwhelming experience. At Pfund Legal Solutions, we recognize the life's work you've put into building your career and raising your family. Our objective is to equip you with the assurance of a well-crafted estate plan, designed to fit your unique circumstances. We'll guide you through safeguarding your assets, ensuring your healthcare preferences are honored, and paving the way for a seamless wealth transition to your loved ones.

Tailored Solutions to Meet Your Needs

Each individual's situation and objectives are unique, which is why we don't believe in a one-size-fits-all approach to estate planning. We focus on crafting personalized strategies that align with your specific needs and goals. While customized plans are our hallmark, two foundational frameworks often serve as starting points: Will-Based and Trust-Based Estate Plans.

Will-Based Estate Plan

This traditional package guides the distribution of your assets through probate and empowers you to designate fiduciaries for financial and healthcare decisions. Included Services:

• Last Will and Testament

• Durable Power of Attorney

• Health Care Power of Attorney

• HIPAA Waiver

Trust-Based Estate Plan

Trust-based estate plans avoid the rigors of probate, allowing for additional protections to include quicker asset distribution and added privacy. Included Services:

• Revocable Living Trust

• Pourover Will

• Certificate of Trust

• Affidavit of Trust

• Trust ID Cards

• Trust Summary and Funding Instructions

• Assignment of Personal Property

• Lady Bird Deed

• Personal Property Memorandum

• Durable Power of Attorney

• Health Care Power of Attorney

• HIPAA Release Form

• Premium Portfolio Binder

Advanced Planning Techniques

For those seeking more complex asset management and legacy planning, we offer a host of specialized tools including:

• Irrevocable Trusts (“IRT”)

• Irrevocable Life Insurance Trusts (“ILIT”)

• Charitable Remainder Trusts (“CRT”)

• Third-Party Supplemental Needs Trusts (“SNT”)

• Grantor Retained Trust (“GRT”)

At Pfund Legal Solutions, we pride ourselves on creating estate plans tailored to each client's unique situation and goals. Trust us with your legacy and see firsthand our commitment to safeguarding it.