Estate Planning | Evergreen Legal

Thoughtful estate planning today provides clarity, security, and peace of mind for the people you love tomorrow.

Estate Planning Services

Foundational Estate Planning

Trust Based Estate Planning

Digital Legacy Planning

For parents of children, some of the most important questions families face:

Who would care for your children?
Who would manage their inheritance?
How should those resources be used for their health, education, and support?

The Young Family Will-Based Estate Plan is designed for families who need more than a basic will but do not require a revocable living trust. It is particularly well suited for families with minor children, real property, or more detailed distribution goals.

Your plan may allow you to:

Nominate guardians and alternate guardians for minor children
Choose who will manage a child’s inheritance
Establish contingent trusts so inherited assets are protected and managed rather than distributed to a child outright
Provide guidance about how and when inherited funds may be used
Appoint trusted people to handle financial and medical decisions if you become incapacitated
Document your wishes regarding end-of-life medical care
Customize Last Will and Testament
Contingent trusts for beneficiaries, as appropriate
Durable Financial Power of Attorney
Medical Power of Attorney
Living Will / Advance Directive
Minor-children and guardian-nomination provisions, if applicable
One to two rounds of revisions
Execution guidance and coordination

Perfectly tailored for:

Individuals or partners with simple estates, no dependents, and direct inheritance goals.

Scope of Service:

Official Last Will and Testament
Statutory Financial Power of Attorney
Healthcare Power of Attorney
Directive to Physicians / Living WillInitial draft revision roundFinal signing support
Contingent trusts for beneficiaries, as appropriate
Durable Financial Power of Attorney
Medical Power of Attorney
Living Will / Advance Directive
Minor children provisions (if applicable)
One to two revision rounds
Execution guidance and coordination

Perfectly tailored for:
Families with children, real property, or more detailed distribution planning who do not require a revocable living trust.

Scope of Service:

Customized Last Will and Testament
Contingent trusts for beneficiaries, as appropriate
Durable Financial Power of Attorney
Medical Power of Attorney
Living Will / Advance Directive
Minor children provisions (if applicable)
One to two revision rounds
Execution guidance and coordination

Best suited for:
Individuals seeking probate avoidance, enhanced privacy, or centralized asset management
during incapacity.

Includes:

Revocable Living Trust
Pour-Over Will
Durable Financial Power of Attorney
Medical Power of Attorney
Living Will / Advance Directive
Asset-funding guidance (instructions and review; recording fees not included)
One to two revision rounds

Best suited for:

Married couples with real property, children, blended families, or more complex asset structures
who want a comprehensive, probate-avoidance plan.

Includes:

Joint or coordinated revocable trust(s)
Pour-Over Wills for both spouses
Durable Financial Powers of Attorney
Medical Powers of Attorney
Living Wills / Advance Directives
Planning for minor children, blended families, or unequal assets (as applicable)
Asset-funding guidance
One to two revision rounds

Digital legacy planning is ultimately about more than technology. It helps protect your property, your privacy, your wishes, and the photos, information, and memories your family may value most.

Today, much of our lives exists online - from family photos and emails to social media accounts, cloud storage, cryptocurrency, websites, and digital business assets.

Thoughtful estate planning should address what happens to these digital assets and memories when you are no longer able to manage them yourself.

Digital Legacy Planning helps ensure that the right people have the appropriate legal authority and practical information to manage your digital life according to your wishes. This involves more than simply creating a list of usernames and passwords. A comprehensive plan brings together your estate planning documents, secure account information, provider-specific legacy tools, and clear instructions for what you want to happen to your digital property.

As part of your digital legacy plan, we can help you consider:

Your Digital Accounts and Assets: Identify important online accounts, email, cloud storage, social media, photos, videos, websites, domain names, cryptocurrency, monetized content, business accounts, and other digital property.
Who Will Manage Your Digital Affairs: Choose a trusted person to handle digital matters if you become incapacitated or after your death.
Legal Authority: Incorporate appropriate provisions into wills, trusts, powers of attorney, and other estate planning documents so your chosen representatives have the authority necessary to address digital assets and accounts.
Your Wishes for Digital Content: Decide what should be preserved, transferred, memorialized, closed, or deleted—including personal photos, videos, messages, email, and social media accounts.
Provider Legacy Tools: Coordinate your estate plan with tools such as Apple Legacy Contact, Google Inactive Account Manager, and similar options offered by online service providers.
Secure Account Information: Establish a secure way to organize and maintain important account information without unnecessarily exposing passwords or sensitive personal information.
Digital Property With Financial Value: Plan for cryptocurrency, websites and domain names, monetized online content, intellectual property, business accounts, and other digital assets that may have financial or operational significance.

By incorporating your digital life into your broader estate plan, you can make it easier for the people you trust to access what matters, protect what should remain private, and carry out your wishes with greater clarity and confidence.

~ Email ~ emma@evergreenlegalcounsel.com

~ Phone ~ 720-921-4171

Estate Planning Services

Nominate guardians and alternate guardians for minor children

Choose who will manage a child’s inheritance

Establish contingent trusts so inherited assets are protected and managed rather than distributed to a child outright

Provide guidance about how and when inherited funds may be used

Appoint trusted people to handle financial and medical decisions if you become incapacitated

Document your wishes regarding end-of-life medical care

Customize Last Will and Testament

Contingent trusts for beneficiaries, as appropriate

Durable Financial Power of Attorney

Medical Power of Attorney

Living Will / Advance Directive

Minor-children and guardian-nomination provisions, if applicable

One to two rounds of revisions

Execution guidance and coordination

Digital legacy planning is ultimately about more than technology. It helps protect your property, your privacy, your wishes, and the photos, information, and memories your family may value most.

Today, much of our lives exists online - from family photos and emails to social media accounts, cloud storage, cryptocurrency, websites, and digital business assets.

Thoughtful estate planning should address what happens to these digital assets and memories when you are no longer able to manage them yourself.

As part of your digital legacy plan, we can help you consider:

Your Digital Accounts and Assets: Identify important online accounts, email, cloud storage, social media, photos, videos, websites, domain names, cryptocurrency, monetized content, business accounts, and other digital property.

Who Will Manage Your Digital Affairs: Choose a trusted person to handle digital matters if you become incapacitated or after your death.

Legal Authority: Incorporate appropriate provisions into wills, trusts, powers of attorney, and other estate planning documents so your chosen representatives have the authority necessary to address digital assets and accounts.

Your Wishes for Digital Content: Decide what should be preserved, transferred, memorialized, closed, or deleted—including personal photos, videos, messages, email, and social media accounts.

Provider Legacy Tools: Coordinate your estate plan with tools such as Apple Legacy Contact, Google Inactive Account Manager, and similar options offered by online service providers.

Secure Account Information: Establish a secure way to organize and maintain important account information without unnecessarily exposing passwords or sensitive personal information.

Digital Property With Financial Value: Plan for cryptocurrency, websites and domain names, monetized online content, intellectual property, business accounts, and other digital assets that may have financial or operational significance.

By incorporating your digital life into your broader estate plan, you can make it easier for the people you trust to access what matters, protect what should remain private, and carry out your wishes with greater clarity and confidence.