Practice Area
Estate Planning
Estate Planning Services
At Pro Se Assistant, we offer expertly crafted estate planning documents designed to protect your assets, outline your wishes, and ensure peace of mind for you and your loved ones. Whether you’re planning ahead for the future or assisting a client in organizing their affairs, our team of experienced attorneys and paralegals is equipped to draft legally sound, state-specific estate documents that comply with current legal standards. We support both pro se (in pro per) clients managing their own estate planning and attorneys who need reliable drafting support.
Last Will and Testament
We prepare clear and enforceable Last Will and Testament documents that reflect your specific intentions regarding the distribution of your assets, the care of minor children, and the appointment of executors. For pro se individuals, we ensure the document is drafted in plain language while meeting the legal formalities required in your state. Attorneys can rely on our precise drafting to streamline client consultations and avoid probate issues down the line.
Living Trusts (Revocable & Irrevocable)
Our team drafts both revocable and irrevocable living trusts to help clients manage their assets during their lifetime and transfer them seamlessly upon death—while potentially avoiding the time and cost of probate. In pro per clients benefit from our ability to translate complex trust language into understandable terms, while maintaining full legal validity. For attorneys, we provide detailed and customizable trust instruments tailored to their clients’ estate planning goals.
Pour-Over Wills
We prepare pour-over wills that complement living trusts by ensuring that any assets not formally transferred into the trust during the client’s lifetime are “poured over” into the trust upon death. This vital estate planning document offers pro se individuals a safeguard to ensure their full estate is covered, and it serves as a useful tool for attorneys creating complete trust-based plans.
Powers of Attorney (Financial/General)
We draft durable and limited powers of attorney that authorize a trusted individual to manage financial or legal matters in case of incapacity. Our services ensure that self-represented individuals have a legally effective document that clearly outlines the scope and limits of authority. Attorneys benefit from our up-to-date forms that comply with state-specific laws and client needs.
Healthcare Directives & Living Wills
We assist with the creation of advance healthcare directives and living wills that detail your preferences for medical treatment and life support in the event of incapacity or terminal illness. These essential documents allow pro se clients to maintain control over their medical decisions, while providing peace of mind to family members and caregivers. Attorneys can count on our thorough drafting to ensure the client’s health-related wishes are documented in a legally recognized manner.
HIPAA Authorizations
Our HIPAA-compliant medical authorization forms allow individuals to designate who can access their private health information. We assist in pro per individuals in preparing these often-overlooked but essential documents, which complement healthcare directives and power of attorney forms. Legal professionals also benefit from our complete HIPAA authorization packages for use in estate or elder care planning.
Designation of Guardian for Minor Children
We draft clear and legally binding documents that allow parents to nominate a guardian for their minor children in case of incapacity or death. These documents are critical for pro se parents who want to ensure their children’s future care is in trusted hands. Attorneys representing families in estate or family planning matters will find our drafting services thorough, accurate, and sensitive to the nuances of each case.
Beneficiary Designations & Letters of Instruction
We prepare non-binding letters of instruction and help formalize beneficiary designations to align with your estate planning strategy. For self-represented individuals, these documents provide clear guidance to loved ones and executors, simplifying the post-death administration process. Attorneys can use our drafting support to supplement formal estate documents and offer additional clarity to their clients’ families.
Small Estate Affidavits & Probate Avoidance Tools
In jurisdictions that allow simplified probate procedures, we draft small estate affidavits and related forms to help pro se heirs or surviving spouses transfer property without formal probate. We also advise on additional probate avoidance tools such as TOD (Transfer on Death) deeds and POD (Payable on Death) designations. Attorneys appreciate our readiness to prepare state-specific forms and compliance-friendly documents.
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Frequently Asked Questions
Still have questions? If your question isn’t listed, please reach out to us for personalized support.
We draft a wide range of estate planning documents, including wills, trusts, pour-over wills, powers of attorney, healthcare directives, HIPAA authorizations, guardianship designations, beneficiary designations, and probate avoidance tools like small estate affidavits.
Yes. We specialize in assisting pro se (in pro per) individuals by preparing clear, state-compliant estate documents that are easy to understand and legally valid.
Absolutely. Attorneys often rely on us for precise, customizable documents that save time, reduce errors, and streamline estate planning consultations with their clients.
A Last Will directs how your assets will be distributed after death and usually goes through probate.
A Living Trust manages assets during your lifetime and transfers them directly to beneficiaries upon death, often avoiding probate.
Yes. We draft advance healthcare directives, living wills, and HIPAA authorizations, ensuring your medical wishes are documented and your chosen representatives can access necessary health information.
Yes. Even with smaller estates, we can prepare small estate affidavits, TOD/POD designations, and guardianship documents to simplify property transfer and ensure your wishes are respected.