Estate Planning Attorney & Will Drafting Services in Seattle, WA

Serving North King and South Snohomish Counties and Surrounding Communities

Estate Planning Questionnaire

Download the Ivy Law Estate Planning Questionnaire

Five Key Estate Planning Documents


Who will manage your estate?

What will you have in your estate?

What will you have outside your estate?

Health Care Directive

Advance Directive for medical care.

Health Care Power of Attorney

Who will manage your health care?

Who should not manage your health care?

Financial Power of Attorney

Who will manage your finances?

Who should not manage your finances?

Burial/Cremation Directive

Directions to the family: what, where, and how

Estate Planning

While you’re living and healthy, you value being able to make your own decisions about your finances, property, health care, and raising your children. Should you die or become incapacitated, you hope others will handle these matters for you according to your wishes.

The only way to assure that will happen is through estate planning. This process involves weighing various personal and financial decisions and creating legal arrangements to carry out those decisions. At Ivy Law Group we can help ensure that your valuable resources and hard-earned assets are distributed according to your precise wishes in the most efficient manner possible.

Documents that you may wish to have included are a Will, a health care directive (also referred to as a “living will”), a financial power of attorney, a health care power of attorney, and a directive regarding disposition of your remains (cremation, burial, green burial).  In some cases it may also be appropriate to have a trust, a community property agreement, or other more complex documents.

Your Ivy Law Group attorney will provide an initial consultation, at no charge, to help you determine the legal documents that are best suited for your situation.

First Steps

  • Consider who you would like to handle your affairs for you if you became incapacitated. Think of at least two people whom you trust to serve in this role.
  • Download the Ivy Law Estate Planning Questionnaire.  If you would prefer to receive a hard copy, give us a call and we will be happy to send one to you.
  • Contact Ivy Law Group for a free consultation to review your estate planning needs.

Next Steps

  • Consider which estate planning documents are right for you. Do you need more than the five basic documents (for example a Community Property Agreement)?
  • Draft and finalize documents with your attorney.

Last Steps

  • Prepare a gift list distributing your tangible personal property
  • Prepare a Survivor’s Manual with all the information needs for your personal representative when they manage your affairs.
  • Store your original documents in a fire envelope, fire safe, or safe deposit box. Distribute copies.

Survivor’s Manual

We have drafted a document to help you help the loved ones you leave behind during the painful and difficult time following your death.  This document should be completed and kept in a file labeled “upon my death” in your home.  Because this document will contain important and confidential financial information, it is important not to email it or keep it in a place where it could become compromised.  Download the Survivor’s Manual.