Wills, powers of attorney, and planning documents
Planning documents are how you make sure the people you trust can act for you, and that your wishes are followed. I’ll walk you through what each one does and help you decide what you need.
What I help with
- Wills that say who receives what and who handles your estate
- Financial powers of attorney naming someone to handle money matters if you can’t
- Health care directives naming who makes medical decisions for you and recording your wishes
- Reviews and updates after a marriage, a divorce, a new child, a loss, or a move to Indiana
Plain language, at your table
Before law school, I spent a year reviewing powers of attorney, trust documents, and account paperwork at Edward Jones. I’ve seen what happens when a document is unclear. I write yours so the people relying on it can actually use it.
These conversations are personal. If it’s easier, I’ll come to you and we can work through it at your dining room table.
Common questions
Do I need a will if I don’t own much?
A will isn’t only about property. It also names who handles your affairs and can name a guardian for minor children. We can talk through whether it makes sense for you.
I signed documents in another state. Are they still good?
They may be, but it’s worth having them reviewed after a move so you know they’ll work when your family needs them.
What’s the difference between a will and a power of attorney?
A power of attorney lets someone act for you while you’re alive. A will takes effect after you pass. Most people benefit from both.
Let’s talk about what you need.
Send a short note about your situation and I’ll get back to you personally.