Estate Planning Legal Services
Estate Planning
Professional estate planning legal services for wills, trusts, powers of attorney, advance healthcare documents, and other estate and incapacity planning arrangements.
Comprehensive Estate Planning
Estate planning allows individuals to organize important arrangements concerning their assets, beneficiaries, healthcare preferences, incapacity planning, and the management or distribution of property. At Tonnie Kariuki Law, we prepare and review customized estate planning documents based on your circumstances, objectives, assets, family arrangements, and applicable legal requirements.
Planning for the Future
A well-structured estate plan can provide greater clarity concerning what should happen to assets and important personal matters during incapacity and after death. Estate planning may involve multiple documents working together, including wills, trusts, powers of attorney, and advance healthcare documents.
Estate planning documents can establish instructions concerning the distribution of assets after death.
Appropriate estate planning structures can help provide for intended beneficiaries according to the plan.
Powers of attorney and healthcare documents can address decision-making if a person becomes unable to act for themselves.
Trust structures can provide mechanisms for holding and managing assets according to specified terms.
Advance healthcare documents can communicate preferences concerning future medical treatment where applicable.
Clear estate planning documentation can provide greater certainty concerning important personal and financial arrangements.
Estate Planning Documents We Draft
Our estate planning legal services include: • Last Will and Testament • Living Will • Revocable Living Trust • Irrevocable Trust • Family Trust • Power of Attorney • Medical Power of Attorney • Financial Power of Attorney • Advance Healthcare Directive • Living Trust Amendment We can also assist with other estate and incapacity planning documents depending on your circumstances.
Provides instructions concerning the distribution and administration of an estate after death.
Documents healthcare and medical treatment preferences for specified future circumstances.
Provides a trust structure that can allow assets to be managed and distributed according to its terms.
Provides a trust structure with terms that may limit the ability to modify or revoke the arrangement.
Can provide a structure for holding and managing assets for specified family beneficiaries.
Can authorize another person to act on specified matters on behalf of the person granting the authority.
Can authorize an appointed person to make healthcare decisions where permitted by law.
Can address authority to handle specified financial or property matters.
Provides advance instructions and decision-making arrangements concerning healthcare where applicable.
Identifies relevant property, investments, accounts, business interests, and other assets.
Identifies the people or organizations intended to benefit from the estate plan.
Addresses the appointment of appropriate persons to administer an estate where applicable.
Addresses persons responsible for managing trust assets according to the trust terms.
Considers who should be authorized to act on financial, property, or healthcare matters.
Documents advance medical treatment and healthcare preferences where appropriate.
May address arrangements concerning guardianship of children where appropriate and legally permitted.
Considers succession and treatment of business ownership interests.
Estate plans should be reviewed when significant personal, financial, or legal circumstances change.
People seeking to organize their personal affairs and future asset distribution.
Families seeking structured arrangements for beneficiaries and family assets.
Entrepreneurs and business owners considering succession and ownership interests.
Individuals seeking to organize real estate and other property within their estate plans.
Individuals with investment portfolios requiring coordinated estate planning.
Individuals reviewing wills, trusts, powers of attorney, and healthcare planning arrangements.
Understand Your Circumstances
We identify your assets, family circumstances, objectives, existing documents, and planning requirements.
Identify Planning Needs
We identify the estate planning documents and structures relevant to your objectives.
Prepare the Documents
We draft customized estate planning documentation based on your instructions.
Review & Revise
We review the documents for clarity, consistency, completeness, and alignment with your objectives.
Final Delivery
You receive the completed estate planning documents for final review and execution.
What estate planning documents do you draft?
We draft wills, living wills, revocable living trusts, irrevocable trusts, family trusts, powers of attorney, medical powers of attorney, financial powers of attorney, advance healthcare directives, living trust amendments, and related estate planning documents.
Do I need a will?
A will can provide instructions concerning the distribution and administration of an estate after death. Whether and how a will should be structured depends on your circumstances and applicable law.
What is a living trust?
A living trust is a trust established during a person’s lifetime. Depending on its structure and applicable law, it may provide for management and distribution of assets according to its terms.
What is a power of attorney?
A power of attorney can authorize another person to act on specified matters on behalf of the person granting the authority, subject to applicable law.
Can you prepare a medical power of attorney?
Yes. We can prepare healthcare decision-making documents where such arrangements are recognized and permitted under applicable law.
Can you review an existing will or trust?
Yes. We can review existing estate planning documents for clarity, consistency, changes in circumstances, and other issues requiring attention.
Should an estate plan be updated?
Estate planning documents should generally be reviewed when significant personal, family, financial, or legal circumstances change.
Can estate planning documents be customized?
Yes. Estate planning should reflect the individual’s assets, family circumstances, beneficiaries, objectives, and applicable legal requirements.
Do estate planning laws differ between countries?
Yes. Estate, succession, trust, property, tax, and healthcare laws vary between jurisdictions. The applicable legal framework should therefore be considered carefully.
How do I get started?
Contact us with details of your estate planning requirements. We will assess your circumstances and provide a quotation before work begins.
Ready to Plan Your Estate?
Get professionally prepared estate planning documents designed around your circumstances, assets, family arrangements, and objectives.