Core documents
Wills and trusts
Understand what a will covers, what a revocable living trust adds, and which one fits the way your assets are actually held today.
Services
What Bonduran covers
Security and privacy
- Will basics
- Revocable living trusts
- Probate, explained
- Choosing an executor
- Trust funding checklist
Decision-making
Powers of attorney and directives
Decide who speaks for you on money and medical care, and put it in writing long before anyone needs to ask.
- Financial power of attorney
- Healthcare power of attorney
- Living wills and directives
- HIPAA authorization
- Choosing your agent
Asset transfer
Beneficiaries and wealth transfer
Keep the accounts that pass outside your will pointed at the right people, and plan how assets reach the next generation.
- Beneficiary designations
- Retirement accounts
- Life insurance payouts
- Transfer-on-death accounts
- Multigenerational planning
