Our Services

What We Offer

Our Services

Comprehensive Estate Planning

Everything Your Family Needs, Under One Roof

We offer a complete suite of estate planning documents, each carefully drafted to your specific situation. Whether you need a simple will or a complex trust structure, we tailor every document to your life — not a template.

Service 01

Estate Plan

The complete foundation every family needs.

A full estate plan from Beyond Law includes your Last Will and Testament, financial power of attorney, and healthcare directives — the three essential documents that protect you and your family at every stage of life.

We walk you through each decision: who inherits what, who manages your affairs if you're incapacitated, and what medical interventions you do or don't want. The result is a coordinated set of documents that work together as a complete plan.

What's included:

  • Last Will and Testament
  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • Advance Medical Directive / Living Will
  • Personal Property Memorandum
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Service 02

Power of Attorney Documents

Protect yourself — not just your estate.

A power of attorney designates a trusted person — called your agent — to manage your financial, legal, and personal affairs if you become unable to do so yourself due to illness, injury, or incapacity.

Without a properly drafted power of attorney, your family may need to seek court-ordered guardianship to manage even routine matters like paying your bills or managing your bank accounts. We draft durable powers of attorney that give your agent the authority they need while preserving the protections you deserve.

We draft:

  • General Durable Power of Attorney (financial)
  • Limited Power of Attorney (specific transactions)
  • Springing Power of Attorney (effective upon incapacity)
  • Healthcare Power of Attorney
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Service 03

Healthcare Directives

Make your wishes known — before you can't.

Healthcare directives tell your doctors and loved ones what medical treatment you want — and don't want — if you're ever unable to speak for yourself. They spare your family from having to make impossible decisions in the worst moments of their lives.

We draft these documents carefully, walking you through the real scenarios so your instructions are clear and actionable — not vague language that leaves room for misinterpretation under pressure.

Documents we prepare:

  • Advance Medical Directive (Living Will)
  • Healthcare Power of Attorney / Healthcare Proxy
  • POLST / DNR Guidance (coordination with your physician)
  • Mental Health Advance Directive (where applicable)
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Service 04

Trust Documents

Flexible, powerful tools for protecting your assets and your family.

Trusts offer a level of control and protection that wills alone cannot provide. They can avoid probate, protect beneficiaries from their own creditors, provide for minor children over time, and carry out complex distribution instructions that a simple will cannot accomplish.

We work with you to determine whether a trust belongs in your plan, and if so, which type best fits your goals. We draft the trust agreement, fund it properly, and ensure it integrates cleanly with the rest of your estate plan.

Trust types we draft:

  • Revocable Living Trust
  • Testamentary Trust (created under a will)
  • Children's and Grandchildren's Trusts
  • Special Needs Trust
  • Sweetheart / Spousal Trust
  • Pet Trust
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Service 05

Beneficiary Form Coordination

The detail most estate plans miss — and the one that matters most.

Your beneficiary designations on retirement accounts (401k, IRA, pension) and life insurance policies often override what your will says. Many families are surprised to find that a well-drafted will is completely bypassed because beneficiary forms were never updated.

We review and coordinate your beneficiary designations to make sure they align with your overall estate plan — preventing costly and painful surprises for your family.

What we review:

  • 401(k) and 403(b) beneficiary designations
  • IRA and Roth IRA beneficiaries
  • Life insurance policy beneficiaries
  • Annuity and pension plan designations
  • Transfer-on-Death and Payable-on-Death accounts
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Not Sure Which Services You Need?

Schedule a consultation. We'll assess your situation and recommend exactly what makes sense — nothing more, nothing less.

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