A Well-Prepared Plan That Protects Families and Property
Estate planning helps families protect assets, clarify decision-making authority, and reduce disputes during medical events and life transitions. Berardi Law prepares estate planning documents that set clear instructions for property distribution, financial decision-making, and healthcare wishes.
Documents That Support Clear Decisions
A well-prepared plan can include a will, trust, powers of attorney, and healthcare directives, along with beneficiary coordination for key accounts. Berardi Law also assists with trust administration and probate matters when a loved one has passed away, and timely filings are required.
What We Offer
- Wills and trusts for property distribution and asset protection
- Durable powers of attorney for financial decisions
- Healthcare directives and medical decision-making documents
- Trust administration and probate support
- Updates to estate plans after major life events or property changes
Frequently Asked Questions
1. Do I need a will if I have a trust?
Many plans use both. A trust can manage certain assets, while a will can address assets outside the trust and name guardians for minor children when applicable.
2. What is the purpose of a power of attorney?
A power of attorney authorizes a trusted person to act on your behalf for financial or legal matters if you cannot act for yourself. This can help avoid delays and court involvement.
3. When should I update an estate plan?
Updates are often appropriate after marriage, divorce, the birth of a child, a major purchase or sale, or changes in family or financial circumstances. Regular reviews also help ensure documents match current goals and current law.