- +1 (443) 710-7799
- info.allurifinserv.com
- 1043 Sterling Rd, Suite 202, Herndon, VA 20170
Prepare Your Family Legacy with Alluri FinServ
Plan your family’s legacy confidently with trusted financial solutions from Alluri FinServ.
Will & Trust
Last Will & Testament
Dictates debt arrangements, asset distribution, and guardianship for minor children at death. Usually called a Will.
Revocable Living Trust
Often pairs with your Will to distribute certain assets and funds through the Trust instead of your Will to avoid probate court and maintain privacy.
Power of Attorney
Authorizes those responsible for making financials decisions and transactions if you are incapacitated.
Health Care Surrogate
Names a person to make healthcare decisions if incapacitated. Also called a Health Care Power of Attorney.
HIPAA Authorization
Designates a person or party that may receive access to your confidential medical mental health information protected by the Health Insurance Portability and Accountability Act of 1996.
Living Will Declaration
Instructs physicians and loved ones whether to keep you alive or not if you are permanently unconscious or have a terminal condition. Also called an Advance Directive.
IS ESTATE PLANNING RIGHT FOR YOU?
Debt & Representation
Do you already have proper arrangements to settle debts and a personal representative to oversee the settlement of your estate? Yes or No
Child Care
If you have children, have you specified a caretaker should happen to you? Yes or No
Medical Records Access
Are you aware of the necessary documents that allow you to access you childs medical records and influence medical decision even after they turn 18? Yes or No.
Inheritance Control
Are you comfortable letting your children control their inheritance when they turn 18? Yes or No
State Intervention
Are you comfortable with the state freezing your assets and deciding what happens to your possessions at your death? Yes or No
Financial Management
Have you identified who will handle your financial legal affairs should you become incapacitated? Yes or No
Healthcare Decisions
Do you know who will make healthcare and life decisions for you if something happens to you? Yes or No
Info Access
Do you know which family members (including your spouse) will have access to your medical info in writing? Yes or No
End-of-Life Preferences
Have you acknowledged what treatments to administer or withhold even when recovery isn't likely? Yes or No
Life Updates
Have you updated your estate plan to reflect your most recent life changes? Yes or No