#PROCESS
My Approach To Estate Planning and Succession Law
Estate planning and sucession with JH Legal is as easy as five steps:
01.
Completing Intake Form
Complete a brief form to share family details, goals, and important background information.
02.
Discovery Call & Information Gathering
We’ll meet for a 30–45 minute call to review your intake, gather any documents, and discuss your planning priorities.
03.
Review & Strategy
We’ll confirm your wishes and begin preparing customized documents that reflect your needs and values.
04.
Drafting & Revisions
Once drafts are ready, we’ll review them together, make adjustments, and schedule a signing. You’ll receive digital and physical copies of your completed plan.
05.
Ongoing Support
We include free updates within 12 months and offer ongoing support to keep your plan aligned with life changes.
#ESTATE PLANNING AND SUCCESSION
Start Planning to Meet Your Future Goals
Whether you've reached a critical junction in your life or are looking to explore how this all works, there's a path that's right for you.
Essentials Plan (Individual)
Get started with a straightforward will-based plan that allows you to appoint decision-makers, document your wishes, and avoid unnecessary stress for your loved ones.
Best for: Single adults, young professionals, retirees with straightforward estates.
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Last Will and Testament
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Durable Financial Power of Attorney
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Health Care Power of Attorney
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Living Will (Advance Directive)
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HIPAA Authorization
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Final Disposition Instructions
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Free updates within 12 months of execution
Add-Ons
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First Board Meeting Support
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Annual Board Compliance Training
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Governance and Compliance Audit
Trust Builder (Individual)
Keep things in the family with a living trust and core estate documents to help ensure your assets are managed and passed on smoothly, with less court involvement and more control.
Best for: Homeowners, entrepreneurs, blended families, or those with privacy concerns.
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Revocable Living Trust Agreement
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Pour-Over Will
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Durable Financial Power of Attorney
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Health Care Power of Attorney
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Living Will (Advance Directive)
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HIPAA Authorization
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Trust Funding Instructions
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Deed for Real Estate Transfer (1 included)
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Assignment of Personal Property to Trust
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Certificate of Trust
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Final Disposition Instructions
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Free updates within 12 months of execution
Essentials for Two (Couples)
This is a coordinated will-based plan for couples who want peace of mind, clarity, and shared control over important decisions and asset distribution.
Best for: Couples with joint assets or smaller estates.
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Mirror Last Wills and Testaments
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Durable Financial Powers of Attorney (x2)
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Health Care Powers of Attorney (x2)
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Living Wills (Advance Directives) (x2)
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HIPAA Authorizations (x2)
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Final Disposition Instructions (x2)
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Free updates within 12 months of execution
Legacy Trust Plan (Couples)
Take things to the next level with a comprehensive estate plan for couples who want to simplify asset transfers, stay out of court, and create a long-term plan that protects their family and legacy.
Best for: Families with children, multiple properties, business interests, or blended family dynamics.
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Revocable Living Trust Agreement (joint or individual)
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Pour-Over Wills (x2)
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Durable Financial Powers of Attorney (x2)
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Health Care Powers of Attorney (x2)
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Living Wills (Advance Directives) (x2)
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HIPAA Authorizations (x2)
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Trust Funding Instructions
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Deeds for Real Estate Transfers (up to 2 included)
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Assignment of Personal Property to Trust
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Certificate of Trust
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Final Disposition Instructions (x2)
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Free updates within 12 months of execution
Business Succession Planning
Business succession planning helps you protect what you've built—both your business and your personal legacy. Whether you're planning for retirement, unexpected events, or the next generation of leadership, a solid plan ensures a smooth transition and avoids confusion or conflict. We'll work with you to align your estate and business goals so your values and vision carry on.
#FAQ
Estate Planning and Business Succession Frequently Asked Questions
Get answers to common questions about estate planning and business succession planning.
#CONTACT US
Get in Touch with JH Legal
Legal help is just a message away through the form below. You can also reach out via email at contact@jhlegalohio.com or phone at (614) 349-5981.