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Estate Plan Basics

Estate Plan Basics

By failing to prepare, you are preparing to fail.   – Benjamin Franklin

What are the Basics of an Estate Plan?

Last Will and Testament

A legal document by which a person (known as the “testator”), expresses his or her wishes as to how assets are to be distributed at death. The document also allows you to select a guardian for minor children and to name who you want to manage the estate until its final distribution.

Financial Power of Attorney

A legal document where a person selects a trusted individual to act on their behalf in financial, legal or business matters.

Health Care Power of Attorney

A legal document where a person selects a trusted individual to make medical decisions related to treatment and end of life matters. A Health Care Power of Attorney becomes active when a person is unable to make decisions or consciously communicate intentions regarding treatment. The person you select will carry out the intentions you state in the Living Will.

Living Will

A legal document by which a person declares their intentions regarding life-sustaining medical treatment should the person become permanently unconscious.

HIPAA Authorization

A legal document in which you select the people you want to have access to your medical records and health care information. HIPAA is the acronym that stands for the Health Insurance Portability and Accountability Act. Simply put, this law was created to provide privacy standards to protect patients’ medical records and other health information provided to health plans and other health care providers.

Estate Planning
One of the most important steps a person can take to make sure that their final property and health care wishes are honored.
The process by which a personal representative becomes authorized to transfer a deceased person’s assets to designated beneficiaries.
Real Estate
If you are buying, selling, or leasing commercial or residential real estate, we provide advice to protect your interests.

What people say about Hallett Legal Group

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Matt Hallett was thorough when helping us with our wills and power of attorney. He took his time and we explored all options. We would recommend him highly for your legal needs.


Matt makes an otherwise difficult subject, Estate planning, as comfortable as it can be and makes sure all your goals are put into writing. I highly recommend him. You will get a much more approachable environment than the big law firm companies.


Great to work with. Made the process super easy. Thanks again!


Excellent comprehensive work completed by Matt Hallett. Enjoy working with him and highly recommend the group for your needs.


Matt is knowledgeable, honest and fair. A great asset to my business and personal life.


My husband and I had an excellent experience working with Matt Hallett of Hallett Legal Group. He is knowledgeable, thorough and patient with our many questions. It feels great to finally have everything in order – and it was so easy to do! I wish we would have found Matt years ago!