Estate Planning Notary Services
Planning ahead provides peace of mind for you and your loved ones. The Palm & Seal Estate Planning Package brings together the essential documents to ensure your wishes are honored and your family is supported every step of the way:
Last Will and Testament – Clearly outlines how your assets will be distributed and, if needed, appoints guardians for minor children.
Memo for Personal Property – Provides thoughtful guidance for passing down sentimental items and personal belongings.
Revocable Living Trust – Establishes a trust to manage and distribute your assets seamlessly, keeping beneficiaries’ funds protected and under careful oversight.
Certificate of Trust – A streamlined document proving the trust exists without revealing sensitive details.
One Deed – Transfers real estate into the trust efficiently and securely.
Pour-Over Will – Ensures any assets not already placed in the trust are directed into it after your passing.
Assignment of Property to Trust – Moves designated personal property into the trust for added protection and management.
Medical Power of Attorney – Authorizes a trusted person to make healthcare decisions on your behalf if you are unable.
Financial Power of Attorney – Appoints someone you trust to manage your financial matters should you become incapacitated.
HIPAA Authorization & Release – Ensures your designated agents can access medical information to make informed decisions on your behalf.
This package combines the legal tools you need to protect your legacy, reduce stress for your family, and keep your affairs organized and compliant. With Palm & Seal, estate planning is handled with precision, care, and clarity.dea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.