We specialize in providing estate planning and documents custom-tailored to your unique circumstances and needs.
About us
Professional HVAC service with a personal touch
All 50 States
Providing State-Of-The Art Estate Planning Documents that are valid in every state.
We do not think you should have to pay for your consultations and proudly provide these at no charge.
We start our process explaining your document choices in the broad and ever changing market today.
Then based on our confidential conversations, we show you and your family what we think your best options are for preparing and then executing those documents.
Our services
PERSONAL DOCUMENT REVIEW
While we pride ourselves in trying to prepare our documents without unnecessary "legalese" , sometimes we just can't help ourselves. Once we send you the drafts of your planning documents and they look good, we can generate the final documents. If you have questions, we will schedule a personal review and answer any and all questions until you are satisfied that we have met your objectives.
REVOCABLE LIVING TRUST
The centerpiece of your Estate Planning Portfolio. The trust is completely under your control and when properly funded, avoids the delay and costly process of probate.
CERTIFICATE OF TRUST
Primarily for providing evidence to brokers, bankers, account managers, etc., about certain facts concerning your trust. This document helps protect your privacy by not disclosing the full details of your trust.
POUR-OVER WILL
Technically a "Pour Over Will" included in your documents is used in conjunction with a Revocable Living Trust and transfers anything you own that has not been transferred to your trust prior to your death into your Trust.
DURABLE POWER OF ATTORNEY
A Power of Attorney will give your appointed agent the power to make certain financial decisions on your behalf when you are unable to do so.
HEALTH CARE AGENT POWER OF ATTORNEY
This document allows your appointed agent(s) to make important health care decisions for you in the event of your incapacitation. Also included is a Durable HIPPA Statement.
The Durable HIPPA Statement grants an exception to the privacy restrictions of the HIPPA law to allow for personal information to be provided to the Agents you have appointed so they can make an informed decision regarding your medical care.
LIVING WILL
A Living Will and Advanced Health Care Directives allow you to determine how you want medical care administered if you have a terminal illness or are in a comatose state. If such a condition should happen to you, these instruments will serve to give notice to medical professions your wishes (such as if you desire whether or not to be kept alive by artificial means).
DIGITAL ASSET POWER OF ATTORNEY
This document allows the access and control over your digital assets such as your Social Media accounts, after your death.
QUIT CLAIM DEED
We provide a Quit Claim Deed to help facilitate the funding of your Revocable Living Trust with your real estate assets.
Scott M. Nelson, J.D., LL.M., CFP®
Scott Nelson has spent the majority of his career in the estate planning field helping individuals, families, and business owners understand their choices
As owner of The Excalibur Agency, Scott prides himself on being able to first, educate his clients on the estate planning process and then, what their options are after consulting with them regarding their unique circumstances.
Mr. Nelson earned his LL.M. (Masters of Law - Taxation) from Boston University School of Law, his J.D. from Drake Law School, and his B.B.A. from Southern Methodist University. He received his CFP (Certified Financial Planner) designation in the year 2000.
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Providing State-Of-The Art Estate Planning Documents that are valid in every state.
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