Your Guide to Estate Planning in Aiken and Augusta

By implementing a solid, comprehensive estate plan, you can protect your spouse and family. Planning ahead using wills and trusts can protect your heirs from lawsuits, over-taxation, and foster care (if you have small children). The first step is developing an estate plan.

To assist us in preparing your estate planning documents, please complete this form and submit. Once we have reviewed the information, Ray Massey will call you personally to discuss how to title assets to avoid probate, and to review the information you submitted and answer any questions before he prepares the estate planning documents.

The estate plan documents will be prepared and delivered to you by email within 48 business hours. You will be required to submit payment (by credit card) prior to delivery of documents. Someone from our office will contact you after our phone consultation to collect the credit card information.

Don’t wait to start developing your estate plan. By getting the estate planning documents you need now, you can prepare yourself for any financial obstacles that may affect you and your family’s lifestyle – now and in the future.

Step 1 of 6

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Client Information
Name
Prefix First Last
Spouse Name
Prefix First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Email

Children (if applicable)
List
Name Age
Do you want your estate to pass to your surviving spouse?
- Yes
- No
Do you want your estate to pass in equal shares to your children upon the death of last to die between you and your spouse?
- Yes
- No
Do you want your children to inherit the share of the estate outright?
- Yes
- No
If no, do you want to have your children's inheritance to be held in trust until age 25, 30 or 35?
- 25
- 30
- 35

Primary Trustee
Name
Prefix First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Secondary Trustee
Name
Prefix First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

Primary Personal Representative
Name
Prefix First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Secondary Personal Representative
Name
Prefix First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

Primary Agent Under Your Financial Power of Attorney
Name
Prefix First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Alternate Agent Under Your Financial Power of Attorney
Name
Prefix First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Alternate Agent Under Your Healthcare Power of Attorney
Name
Prefix First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

Primary Guardian for Minor Children
Name
Prefix First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Alternate Guardian for Minor Children
Name
Prefix First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code
Phone
This field is for validation purposes and should be left unchanged.

Name	Age

Estate Planning Guide

Your Guide to Estate Planning in Aiken and Augusta

Step 1 of 6

Client Information

Children (if applicable)

Primary Trustee

Secondary Trustee

Primary Personal Representative

Secondary Personal Representative

Primary Agent Under Your Financial Power of Attorney

Alternate Agent Under Your Financial Power of Attorney

Alternate Agent Under Your Healthcare Power of Attorney

Primary Guardian for Minor Children

Alternate Guardian for Minor Children