The Service Tree lists all services in "branched" groups, starting with the very general and moving to the very specific. Click on the name of any group name to see the sub-groups available within it. Click on a service code to see its details and the providers who offer that service.
Estate Planning Assistance
Programs that provide assistance for people who want to use the tools appropriate in their state to express their wishes regarding future medical treatment should they become incapacitated and/or to name the individual they would like to make health care decisions on their behalf. Included are programs that provide copies of necessary forms as well as those that help people complete them.
Durable Power of Attorney for Asset Management
Programs that provide assistance for people who want to officially authorize another individual (and one or more alternates) to handle important matters such as bill paying, contracts, investments, taxes, estate planning or a business in the event that the individual becomes incapacitated. There are two kinds of power of attorney: a power of attorney which takes effect immediately upon signing, and a springing power of attorney which does not take effect unless and until the individual becomes incapable of handling his or her own affairs (and expires if the person regains capacity.)
Programs that are responsible for the management and/or distribution of property that is held in trust.
Programs that provide assistance for people who want to prepare a trust which transfers all or some of their property to a trustee who holds or manages that property on behalf of a beneficiary (which may include the individual who initiates the trust). The rights of beneficiaries and the rights, powers and responsibilities of the trustee are included in the trust document. Trusts may be revocable (can be altered or revoked) or irrevocable (cannot be altered or canceled once written but carry special tax benefits); can take effect immediately or can be established as standby trusts, ready to receive assets if the individual becomes disabled; can be established as testamentary trusts which take effect after the death of the individual under the terms or conditions of his/her will; or can be supplemental benefits or luxury trusts which are used to transfer assets to a person who may receive public benefits and could be used to fund items not covered by the benefits without affecting the individual's benefit eligibility.
Programs that provide assistance on an individual or group basis for people who want to draft a Last Will and Testament which leaves instructions for the disposition of their property following their death and need assistance in ensuring that the document is properly written. Also included are programs that provide copies of the Last Will and Testament form that is valid in their jurisdiction.