Last Will and Testament
Directs the probate estate, nominates a personal representative, and can provide for guardianship and family contingencies.
South Carolina estate planning
Good planning is more than a will. The documents, beneficiary choices, account titles, and deeds should work together when they are needed.
Directs the probate estate, nominates a personal representative, and can provide for guardianship and family contingencies.
Creates a structure for management during life and distribution after death, but only works as intended when properly funded.
Authorizes a chosen agent to handle financial and legal matters if assistance is needed during life.
Names health care decision-makers and records instructions for medical decisions and end-of-life care.
Funding matters
Real estate, financial accounts, business interests, tangible property, and beneficiary designations require separate review. Some assets belong in a trust; others should pass through a carefully chosen beneficiary designation.
A Sage Law plan includes a trust, a certification of trust, individual incapacity documents, assignment instruments, and funding guidance. Deeds are available when needed.
Review fixed-fee planning options →Questions worth answering
Who can make financial decisions if you cannot?
Who should speak with medical providers?
How should property pass if a spouse or child dies first?
Which assets require deeds, assignments, or beneficiary updates?
Who can administer the plan with the least friction?
A useful first step
A focused conversation can identify the immediate risks, likely process, and steps needed next.