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CJC Paralegal Services

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Home
About
CJC News
Paralegal Services
Notary Services
Estate Planning Documents
Uncontested Divorce
Real Estate Services
Collections
Judgment Recovery
Process Serving
Resources and Referrals
More
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  • Home
  • About
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  • Resources and Referrals

Estate Planning Services

Wills, Power of Attorney, Health Care Proxy, Trusts and more!


These are necessary legal documents one must have to protect their finances and assets, especially for those they leave behind.  Don't delay as it creates more issues for your next of kin after you are gone. Express your love by making the transition as smooth as possible for them.

Proetctet your life, your legacy, your loved ones!

Find out more

Estate Planning Services

Questions About Medicaid Planning or Estate Matters?

Many individuals and couples have questions when it comes to planning for themselves and their family's future. Rather than taking a risk to know whether your documents are legally enforceable, its best to seek the advice of a skilled Attorney.  These questions may be on matters such as taxes, Medicaid, complicated assets, real estate, liens, divorces, mixed families and laws that could affect your decision making.  Seeking legal advice to make sure you have the best and reliable information and documents is the best way to go. 


If you need an attorney in New York, check out more information below:

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Documents that Protect

Why should I have these documents?

Why should I have these documents?

Why should I have these documents?

Estate planning involves making plans for the transfer of your estate and assets after death. Your estate is all the property that you own. It can include cash, clothes, jewelry, cars, houses, land, retirement, investment and savings accounts, etc. 

Some reasons for  having such documents is:

  • Making sure most of the estate is transferred to your beneficiaries
  • Paying the least amount of taxes on your estate
  • Assigning guardians for minor children, if any.
  • Carrying out your exact wishes, including your health.

Wills

Why should I have these documents?

Why should I have these documents?

 A will is a legal document that lays out the fate of your property . It states who receives your property and in what amounts.   It is a legally enforceable declaration of how a person wants their property and assets distributed after death. In a will, a person can also recommend a guardian for their minor children and make provisions for any surviving pets.   Clear and reasonable instructions are important for preventing possible legal challenges that could delay probate and create significant legal expenses. 

Common issues outlined in a will are:

  1. State of Mind
  2. Executor
  3. Liquidation
  4. Insurance
  5. Beneficiaries

Trusts

Why should I have these documents?

Financial Power of Attorney - Durable/Springing/Limited

 A trust is an arrangement where you entrust property to one person or an organization. The person or trustee is taxed with managing the property on behalf of your beneficiary or beneficiaries.   

A Revocable Living Trust contains a detailed set of instructions covering three important periods of your life:

  1. What happens while you are alive and well.
  2. What happens if you become mentally incapacitated.
  3. What happens after your death.

In addition, assets held in the name of your revocable living trust at the time of your death will avoid probate.

Additional Types: Irrevocable, Special Needs, Charitable, Marital, Bypass, Corporate, Insurance and more!

Financial Power of Attorney - Durable/Springing/Limited

Living Wills - Health Care Proxy /Advance Medical Directive

Financial Power of Attorney - Durable/Springing/Limited

 Power of attorney gives a person or organization the legal power to handle your affairs when you're unable to do so. The person or organization you appoint is referred to as an "attorney-in-fact" or "agent." 

It can also be used to transfer assets into your revocable living trust if you become mentally incapacitated before the trust has been fully funded.

Financial powers of attorney come in two forms:

  1. A Durable Power of Attorney, which goes into effect as soon as you sign it.
  2. A Springing Power of Attorney, which only goes into effect after you have been declared mentally incapacitated.
  3. Limited Power of Attorney is for limited scope or one-time situations. Usually used in real estate or family matters.

Living Wills - Health Care Proxy /Advance Medical Directive

Living Wills - Health Care Proxy /Advance Medical Directive

Living Wills - Health Care Proxy /Advance Medical Directive

 A living will contains a written set of instructions to your physician as to whether or not you want to receive life-sustaining procedures if you have been diagnosed with a terminal condition, end-stage condition, or are in a persistent vegetative state. It also gives guidelines for your family members to follow if you become terminally ill.   An Advance Medical Directive, also called a "Medical Power of Attorney" or 'Designation of Health Care Surrogate', allows you to designate a health care agent to make medical decisions for you if, for any reason, you are unable to make them for yourself. It can also be used to designate someone to serve as your guardian or conservator in the event a court determines that you have become mentally incapacitated. 

FAQs

Living Wills - Health Care Proxy /Advance Medical Directive

Living Wills - Health Care Proxy /Advance Medical Directive

 Our office if offering a special for having  one or more documents per individual and also has a couples' discount.  Includes copies, notary signing and any mobile or witness fee.


 Impartial witnesses may be able to be arranged in some cases. 


*Additional fees may apply. Trust planning is separate.

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CJC Paralegal Services

23 Wright Avenue Auburn, New York 13021 - 3986 Jordan Road Skaneateles, NY 13152

Local 315-252-8010 Ext 702 / TollFree 844-425-2669

Copyright © 2019-2039  CJC Paralegal Services. All Rights Reserved.

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DISCLAIMER/NOTICES

 ****Christa Centolella d/b/a CJC  is a NY debt collector.  "This is an attempt to collect a debt, and any information obtained will be used for that purpose."  

**** Christa Centolella d/b/a CJC  is not a licensed attorney or a law firm and no information on this website is to be considered as legal advice. CJC is a legal support and financial services company only. Should you require advice on any legal matter, please seek the advice of a licensed attorney immediately.

**** All services and prices are general estimates and are subject to be changed according to the needs and circumstances of each individual, business, group or organization. Services not indicated here does not mean those services cannot be rendered in house or with partners and affiliate groups. Company reserves the right to refuse or withdrawal service at any given time as permitted by state and federal laws. All sales are final. Full refunds or partial refunds are only given for those products or services not rendered directly by CJC. CJC is not responsible for any refunds for services rendered by third party suppliers or services.

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Happy New Year from CJC!

Now offering CJC Gift Cards which make great gifts for any holiday, birthday or special event!


The Auburn & Skaneateles office locations 

are by appointment only.

All appointments can be done in-person, done by phone or video where available.  


 All calls, services and communications are done through our online self-service client portal, please sign in of book online where possible. 

No computer or smart phone? Call/text the office toll-free 844-425-2669 (844-4CJCNOW) or 315-252-8010 ext 702

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