Every family has its own goals and dynamics. We work closely with yours to provide a tailored estate plan that takes into account your circumstances, relationships and goals. We can create a plan that meets your unique needs by using the tools that make sense for you. You may need:

• A last will and testament (a will) that tells your family and loved ones “who gets what”
• A financial power of attorney (POA) that designates someone to manage your financial affairs, either for a set amount of time or only during a time when you are deemed by a medical professional to be incapacitated
• A health care directive (living will) telling medical professionals which treatments or life support measures you want to receive and which you do not, and a designation for a health care proxy, someone who is in charge of communicating your wishes and making medical decisions on your behalf

You no longer need to meet with your attorney in person for many estate planning services. Alabama has taken the lead on remote execution of wills by a notary. We are able to cover the whole state this way.

If you own a business, a second home or vacation property, high-asset brokerage or mutual fund accounts or commercial real estate, it may be wise to use tools that were designed to protect and preserve these assets. Our attorneys are well versed in the use of different trusts and related legal strategies, including:

• Living trust/revocable trust – This provides access to your assets while you are still living but also offers some protection and preservation measures. This trust can also help your estate bypass probate.
• Irrevocable trust – This can include a marital bypass trust, life insurance trusts and others, which offer more ironclad protection from creditors, lawsuits, and the dissolution of your monetary assets.
• Special needs trust – This provides for a family member who is physically, developmentally or mentally disabled child or beneficiary while preserving their eligibility for government benefits.
• Spendthrift trust – You can control how and when an inheritance is distributed.
• Charitable giving trusts or directives – You can arrange to fund organizations that are meaningful to you and your family.

Today is always a good time to plan. However, these documents are not static. There are events in your life that may require changes or updates to your estate plan such as a birth, death, marriage or divorce.

At Safehaven Legal, we take pride in producing high quality, up-to-date estate planning documents. When a new law is enacted by the Alabama legislature, we’re updated within 24 hours. This means we offer responsive, accurate estate planning service. This is just one of the many reasons we believe we have the best document suite available for our Alabama clients. Call 2562489742 or connect with our team via our online form.