Steady counsel for owners and the families behind them.

• Last will and testament Core

  Names your executor, directs what is left after non-probate assets pass, and nominates guardians.

  Why: Without one, Connecticut's intestacy statute decides who inherits and the probate court picks the fiduciary.

• Durable power of attorney Core

  Appoints an agent for financial and legal decisions under the Connecticut Uniform Power of Attorney Act.

  Why: Without it, a conservatorship application is the only route to manage your accounts if you lose capacity.

• Appointment of health care representative Core

  Names the person who speaks to clinicians and consents to or refuses treatment for you.

  Why: Hospitals need a named representative. A spouse is not automatically one for every decision.

• Living will Core

  Your written direction on life support and artificial nutrition if you are permanently unconscious or terminally ill.

  Why: It takes the hardest decision off the shoulders of the person you appointed.

• Beneficiary designation review Core

  A pass over every retirement account, annuity and life policy, with primary and contingent beneficiaries confirmed.

  Why: Designations override your will. This is the single most common reason a careful plan pays the wrong person.

• Guardian nomination for minor children

  Names who raises your children and, separately, who manages money for them until an age you choose.

  Why: The best carer and the best money manager are often different people. Naming both avoids a contested hearing.

• Trust for minor beneficiaries

  Holds a child's share with staged distributions instead of an outright transfer at eighteen.

  Why: Otherwise a minor's inheritance is handed over the day they turn eighteen, in full.

• Revocable living trust

  A trust you control during life that holds title to assets and distributes them privately at death.

  Why: It keeps terms out of the public probate file and lets a successor trustee act without a court appointment.

• Pour-over will

  A short will that catches anything never retitled and sends it into your trust.

  Why: A trust only governs what it owns. The pour-over will is the safety net for the asset you forgot.

• Deed transferring Connecticut real estate into the trust

  A quitclaim deed recorded in the town land records, with the lender and title insurer notified.

  Why: An unfunded trust does nothing. The home is the asset clients most often forget to retitle.

• Ancillary probate avoidance for out-of-state property

  Retitling the out-of-state parcel into the trust, or into a holding entity the trust owns.

  Why: Property in another state otherwise triggers a second probate proceeding in that state's court.

• Supplemental needs trust

  A third-party trust holding the beneficiary's share with a trustee who pays for extras, not for basics.

  Why: An outright gift can disqualify a beneficiary from needs-based benefits until it is spent down.

• Marital and family trust structure

  Separate shares so a surviving spouse is provided for while the remainder is preserved for named children.

  Why: In a blended family, leaving everything outright to the survivor leaves the children's share to that survivor's plan.

• Business succession rider and buy-sell alignment

  Confirms your will and trust do not conflict with the operating or shareholder agreement already in force.

  Why: A buy-sell agreement generally controls the interest regardless of what your will says. They have to agree.

• Retirement account beneficiary trust review

  Confirms whether a trust should be named beneficiary and whether it qualifies as a see-through trust.

  Why: Naming the wrong trust can compress the payout period and accelerate income tax for your heirs.

• Trust funding letter and asset schedule

  A written instruction list for banks, brokerages and transfer agents, with a schedule of what the trust holds.

  Why: Funding is where plans fail. The letter turns a signed trust into a working one.

Every plan we draft also includes a signing ceremony with witnesses and a notary, and an annual review letter. Estate planning is personal: this list is general information for a demo website and is not legal advice.