Comprehensive Estate Planning
Protect Your Family. Preserve Your Legacy. Plan with Confidence.
What Is a Comprehensive Estate Plan?
A comprehensive estate plan is a coordinated set of legal documents that work together to manage your affairs during your lifetime and distribute your assets after your death. It addresses both incapacity and death, ensuring that your wishes are honored and your family isn’t left overwhelmed or vulnerable.
A complete plan typically includes:
Disability and Incapacity Planning
Legal tools that allow someone you trust to manage your finances or make health care decisions if you become unable to do so yourself.
Health Care Decision-Making
Directives and powers of attorney that empower someone to speak with doctors and make medical decisions on your behalf.
Asset Distribution Planning
Instructions for how your property should be passed to your loved ones—clearly, efficiently, and in alignment with your values.
Probate Avoidance Planning and Account Coordination
Strategies to keep your estate out of probate court—saving time, money, and stress for your family. Guidance on aligning your financial accounts with your estate plan to ensure everything works together smoothly.
Guardianship Planning for Minor Children
Legal nomination of guardians to care for your children if something happens to you, so the courts don’t decide.
Funeral Planning and Handling of Remains
Clear instructions for your final arrangements, helping loved ones honor your wishes and avoid confusion or conflict during an emotional time.
Types of Estate Plans We Offer
Revocable Living Trust-Based Estate Plan
Our most popular plan for families and individuals who want to avoid probate, maintain privacy, and ensure a smooth transition of assets. Includes a revocable living trust, pour-over will, powers of attorney, and advance health care directives. You remain in control of your assets during your lifetime, with flexibility to amend the plan as life changes.
Irrevocable Trust-Based Estate Plan (Medicaid Asset Protection Trust)
Designed for those concerned about long-term care costs and Medicaid eligibility. An irrevocable trust protects certain assets from being counted toward Medicaid limits, while preserving a legacy for your family. Best for clients planning several years ahead of potential nursing home care. Includes core incapacity documents and planning tailored to state-specific Medicaid rules.
Start Building Your Plan Today
Estate planning doesn’t have to be overwhelming. At Underwood Legal, LLC, we make the process clear, approachable, and tailored to your needs. We’ll guide you step-by-step to build a plan that reflects your values, protects your people, and preserves your legacy.
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Ready to get started?