Estate Planning

Currently we are offering special discounts on all estate planning services:

Powers of Attorney [Starting at $200]: these are the forms that will allow designated individuals to make healthcare and financial decisions for you in case you are incapacitated.
Basic Estate Plan: [Starting at $650]: This package includes Powers of Attorney and a Will (a legally enforceable document stating how you want your affairs handled and assets distributed after you die).
Advanced Estate Plan [Starting at $900]: This package includes Powers of Attorney and a Trust (legally enforceable document similar to a Will but better for larger or more complex estates).

Please fill out the below form to help us begin gathering the information needed. After we collect this information, our office will reach out to you to schedule a telephone appointment with one of our attorneys. Only your name and contact information is mandatory so that we can reach out to you and schedule a phone conference.

Don’t worry if you are not sure on a question or want to talk with us before giving any information. You can call us during normal business hours at 505-722-4463 or email us at info@milawfirm.net.

1. What is your full legal name?

2. What is your email address?

3. What is your phone number?

4. Are you interested in Powers of Attorney, an Estate Plan, or something else (check all that apply)?

Powers of Attorney Estate Plan (e.g., Will or Trust) Other

5. Are you Married or Single?

Married Single

6. If you are married, what is the full legal name of your spouse?

7. What are the full legal names and ages of your children?

8. What is the full legal name of the primary person you would like to make healthcare and financial decisions for you in case you become incapacitated (usually your spouse, if you are married)?

9. What is the full legal name of the secondary person you would like to make healthcare and financial decisions for you in case you become incapacitated?

10. In your own words, briefly describe how you would like your affairs managed in the case of death. Try to keep this to no more than a few sentences, and you do not need to go into great detail on specific items.

11. What is the full legal name of the primary person you would like to serve as your personal representative in the management of your estate after death?

12. What is the full legal name of the secondary person you would like to serve as your personal representative in the management of your estate after death?

Disclaimer
These web pages are for information only. They do not constitute legal advice. These pages do not constitute, nor do they create, an attorney-client relationship between Mason & Isaacson, P.A. or any attorney of our firm. This site is governed by a Site Use Agreement that you accept by reviewing these pages. The information provided on these pages is general only, and you should not act upon this information without consulting with an attorney.

If you send any confidential information to Mason & Isaacson, P.A., or any of its employees, and you are not a client of Mason & Isaacson, P.A or any attorney with our firm, then the information shall lose its confidential status. Furthermore, if the unsolicited information you send to Mason & Isaacson, P.A. is beneficial to our clients and adverse to you, the information you provide may be used even if it is contrary to your interests.

Estate Planning

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