Your peace of mind with regard to your legacy is our pleasure to provide. We carefully prepare documents to ensure your wishes are followed upon your death or incapacitation. If you’re a trustee or beneficiary dealing with probate, we’re the problem solvers you need on your side.
Your best choice is the attorney your neighbors trust. Knock on most doors in a client’s neighborhood and find another for whom we’ve prepared a will or other estate documents.
We’ve always taken a personal interest in preventing the burdens a lack of clear estate planning can cause. When issues do arise in probate, we personally guide clients through the process.
Estate planning should be as expedient and simple as possible. We utilize document management technology to gather information and take human error out of the process.
Helping clients get their affairs in order is a large and important part of our practice here in Beaufort, Bluffton, Hardeeville, and Hilton Head. We meet with clients to understand their estate planning desires and to craft and implement a plan to meet those goals. We regularly assist clients by preparing and updating estate planning documents so that, upon death or mental incapacity, their desires are carried out and an orderly transition ensues. Upon the death of a loved one, we also assist personal representatives in the process of probating the will and administering the estate.
Examples of some of the estate planning documents we regularly prepare for clients:
A will is a legal document that expresses your wishes for the distribution of your assets after your death. It is important to have a will in place to ensure that your loved ones are taken care of and that your assets are distributed according to your wishes and to avoid any disputes among your heirs.
Our law firm can assist you in drafting a will that meets your specific needs and circumstances. We will work with you to identify your assets, name your beneficiaries, and appoint an executor to carry out your wishes. We will also review your will with you to ensure that it is clear and concise and that it complies with all applicable laws.
A financial power of attorney (POA) is a legal document that gives one person (the agent) the authority to act on behalf of another person (the principal) in financial matters. The POA can be general, meaning that it gives the agent broad authority to handle all of the principal's financial affairs, or it can be specific, meaning that it only gives the agent authority to handle certain financial matters, such as selling a house or paying bills.
A financial POA can be used for a variety of purposes, such as:
A health care power of attorney (HCPOA) is a legal document that gives one person (the agent) the authority to make healthcare decisions on behalf of another person (the principal) if the principal is unable to make those decisions for themselves. The HCPOA can be used for a variety of purposes, such as:
It is important to note that a financial POA and a HCPOA are two separate documents, and you can choose to have different people as your agents for each type of POA. It is also important to update your POAs regularly to ensure that they reflect your current wishes.
A living will is a legal document that expresses your wishes for medical care if you become terminally ill or incapacitated. A living will can help ensure that your wishes are respected and that you are not subjected to unwanted medical treatment.
Our firm can help you draft a living will that is tailored to your individual needs. We will work with you to identify your wishes for medical care, and we will help you create a living will that is legally valid and enforceable.
A revocable trust is a legal entity that can be used to hold and manage your assets. You can continue to manage and control the assets in the trust during your lifetime, and you can change or revoke the trust at any time.
Living revocable trusts offer a number of advantages, including:
We will also work with you to ensure that your trust document is clear, concise, and easy to understand.
If you are interested in learning more about living revocable trusts or if you would like to discuss preparing a trust for yourself, please contact our firm today. We offer a free consultation to discuss your specific needs and circumstances.
If you are moving to South Carolina and you have out-of-state estate planning documents, you should contact a local estate planning attorney to have your documents reviewed. The attorney will be able to identify any areas where your documents may need to be updated to comply with South Carolina law.
Here are some of the steps that an attorney will take when reviewing your out-of-state estate planning documents:
Fill out our questionnaire and we will reach out to arrange an initial consultation with Evan Bromley to review the questionnaire and devise an estate plan. This initial meeting comes at no cost. If preferred, please call us at 843-868-2801 or email firstname.lastname@example.org to obtain a PDF version of the questionnaire.