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ESTATE PLANNING

Estate Planning Services for Wills, Trusts, and Legacy Planning

A clear estate plan can identify who should make decisions, how property should be handled, who should care for children, and what instructions should guide medical care. The right documents depend on your jurisdiction, family, assets, and goals.
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✓Wills and trusts
✓Powers of attorney
✓Advance directives and supporting documents
WHY SHOULD YOU PUT THESE DECISIONS IN WRITING?

Your Plan Should Protect People, Not Just Property

Your plan should tell the people you trust what to do when you cannot.

Choose Who Can Act for You

Name the people who can manage money, make medical decisions, handle the estate, or care for your children.

Give Your Family Clear Instructions

Put your instructions in writing before illness, incapacity, or death forces your family to decide without you.

Decide How Property Should Pass

Make your will, trust, beneficiary designations, deeds, and ownership records point in the same direction.

Decide Whether a Trust Fits

Decide whether a trust can reduce probate, protect privacy, or control how property stays managed.

Protect Children and Dependents

Name guardians, control how an inheritance is managed, and plan for anyone who depends on you.

Put Your Healthcare Wishes in Writing

State your medical wishes and name the person who can speak when you cannot.
WHAT DOCUMENTS DOES YOUR PLAN NEED?

Your Documents Work Together

Your plan may need several documents. Each one should support the same decisions.

Wills

Use a will to direct probate property, nominate guardians, and name the person who will handle the estate.
Learn About Wills

Trusts

Use a trust to manage property during life and after death, protect privacy, and control when beneficiaries receive assets.
Learn About Trusts

Powers of Attorney

Give trusted people authority to handle financial, legal, or healthcare decisions when you cannot.
Learn About Powers of Attorney

Advance Directives and Living Wills

Write down your medical preferences and name the person who can speak with healthcare providers.
Learn About Advance Directives

Supporting Documents

Add the authorizations, funding documents, and beneficiary instructions that make the plan work in real life.
Explore Supporting Documents
WHEN DOES ESTATE PLANNING MATTER MOST?

Your Plan Should Fit the Life You Have Now

You do not need to be wealthy or retired. You need a plan when someone else depends on your decisions.

Parents and Young Families

Name guardians, control how an inheritance is managed, and choose backup decision-makers.

Blended Families

Spell out what should happen for a spouse, children from prior relationships, and jointly owned property.

Retirees and Older Adults

Put healthcare wishes, financial authority, and property instructions in one coordinated plan.

Business Owners

Connect your estate plan to ownership interests, succession goals, and the people who need authority to act.

People With Existing Plans

Update the plan after a move, marriage, divorce, birth, death, business change, or major shift in assets.
HOW DOES THE PLANNING PROCESS WORK?

From Your Decisions to Signed Documents

You should understand each decision before you sign the finished plan.
01

Start With Your Family and Goals

Tell our team about your family, assets, concerns, existing documents, and the decisions you need to make.
02

Choose the Right Documents

Choose the documents, ownership changes, and beneficiary updates that fit your goals.
03

Review Every Decision

Review the authority each document gives, when it applies, and who is expected to act.
04

Sign the Plan Correctly

Complete the witness, notarization, and signing steps required by your state.
05

Keep the Plan Working

Fund the trust when needed, update beneficiaries, store the documents, and review the plan after major life changes.
QUESTIONS TO ANSWER BEFORE YOU START

What Should You Know Before You Build the Plan?

Your family, state, assets, and existing documents can change the answer.

It depends on the property, family structure, privacy concerns, probate goals, and how assets should be managed. A will and a trust serve different functions, and some plans use both.

Review the plan after marriage, divorce, a birth or adoption, a death, a major move, a significant financial change, a business change, or a shift in relationships with the people named in the documents.

A properly designed and funded trust may help certain property pass outside probate. A will generally directs probate property. The result depends on ownership, beneficiary designations, state law, and whether the planning steps were completed.

Existing documents can be reviewed for changes in the law, a move to another state, outdated decision-makers, conflicting beneficiary designations, or goals that have changed.

Fees depend on the documents and work your plan requires. Carma Legal will explain the scope and written fee before work begins.

WHY WORK WITH CARMA LEGAL?

You Should Understand Every Document You Sign

Justin Fernstrom, a Carma Legal partner licensed in Arizona, is the firm’s primary credibility anchor for estate-planning work. Whether Carma Legal can help in another jurisdiction depends on attorney licensure, the applicable law, and your circumstances.

Your Plan Fits Your State

Your documents must follow the signing and estate rules of the state where the plan will be used.

You Get Straight Answers

Your attorney should explain what each document does, when it applies, and who can act under it.

Your Documents Work Together

Your will, trust, powers, directives, titles, and beneficiaries should support the same decisions.

Your Plan Can Change With You

Update the plan when your family, assets, location, health, or goals change.
START A CONVERSATION

Tell us how to reach you.

Share your basic contact information to get started. A member of the Carma Legal team will reach out promptly to learn more about your situation and discuss what comes next