Individual

As an individual, an estate plan is an important safeguard to have for your future. It ensures, in case you become incapacitated or die, that your family, friends, and possessions will be completely taken care of according to your wishes.

The most important things a trust and
full estate plan can do for you:

Protect your life savings and investments

Take care of the people in your life who mean the most to you

Plan for the care and protection of your pets

Support the charities you care about

Outline health care preferences

Pass on personal values

Minimize taxes

Keep your family and friends out of probate court*

*A will is not enough to avoid court proceedings after you pass.

At Davis Wills & Trusts, our attorneys make the estate planning process enjoyable and easy. We have developed a step-by-step process to guide you to resolve issues and develop creative solutions to meet your needs.

To find out how much court costs would be if you pass away without a comprehensive estate plan, use our on-site probate calculator