What is an "Integrated" Estate Plan?

estate-plans-integrated.jpg

The term "integrated" plan refers to a group of interrelated estate planning documents that work together to cover a full range of needs. A typical integrated plan will have a family "living" trust, a will, a financial power of attorney, a health care power of attorney and various ancillary documents. They will refer to each other to give the full effect required by law. With these documents working together, you will have provided for:

  • How your property is managed during your life, both within and outside of any trust
  • How your property is distributed after your death
  • What you want regarding life support and other health care matters, and who will be making medical decisions for you

Contact Us

For more information or
to make an appointment

619 235-4357

Convenient, just off The 52

REQUEST INFORMATION

Community Presentations

In-House Fireside Chats

© - San Diego Elder Law Center All Rights Reserved.
7880 Golfcrest Drive San Diego, CA 92119-1204 :: (619) 235-4357 T :: (619) 472-0700 F
Website and Hosting by Catalysis Business Solutions