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PRACTICE
Estate Planning
Serving Alabama Families With Compassion And Integrity
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Estate Planning Attorney in Alabama: Protecting Your Legacy

Estate planning is about more than just creating a will. It involves a range of legal documents designed to protect your assets, manage your healthcare preferences, and secure your family’s well-being. At SHARON DAVIS LAW LLC, we provide comprehensive estate planning services to clients across Alabama. Our approach to estate planning is client-centered, aiming to create a plan that reflects your values, goals, and specific needs. We understand that each family situation is unique, so our plans are tailored to meet your distinct requirements, ensuring that your legacy and your loved ones are well-protected.


Comprehensive Estate Planning Services We Offer:



1. Wills

A will is the cornerstone of any estate plan. It allows you to specify how your assets should be distributed upon your death, designate guardians for minor children, and leave instructions for handling your estate. Without a will, Alabama law will dictate the distribution of your assets, which may not align with your wishes. Our team works with you to draft a will that clearly outlines your intentions and ensures a smooth transition for your family members.


2. Powers of Attorney

Powers of attorney are essential in granting trusted individuals the authority to make decisions on your behalf if you become incapacitated. There are two main types of powers of attorney: financial and healthcare. A financial power of attorney allows a designated person to handle your financial matters, such as managing bank accounts, paying bills, and overseeing investments. A healthcare power of attorney gives someone the authority to make medical decisions on your behalf if you’re unable to do so. At SHARON DAVIS LAW LLC, we ensure these documents are structured to give you peace of mind about your future care and financial stability.


3. Healthcare Directives and Advance Directives

Healthcare directives, also known as advance directives, let you express your wishes regarding medical treatment if you’re unable to communicate them yourself. These documents often include instructions for life-sustaining treatments, resuscitation preferences, and end-of-life care. Having a healthcare directive can alleviate the burden on family members who may otherwise be left to make difficult decisions without guidance. Our team is here to help you articulate your healthcare wishes in a legally binding format.


4. HIPAA Releases

The Health Insurance Portability and Accountability Act (HIPAA) protects the privacy of your medical information. A HIPAA release form allows your designated representatives, like family members or healthcare agents, to access your medical records. This access can be crucial in emergencies, where quick decisions may depend on a full understanding of your medical history. By incorporating a HIPAA release into your estate plan, you ensure your healthcare proxies have the information they need to act effectively.


The Benefits of Comprehensive Estate Planning

Creating an estate plan is a proactive step that provides benefits to both you and your loved ones. Some of these benefits include:


  • Asset Protection: By outlining how your assets should be distributed, you prevent potential disputes and ensure that your legacy benefits those you care about.
  • Family Security: Designating guardians for minor children and making provisions for their care ensures your family is protected, even in unforeseen circumstances.
  • Healthcare Control: Advance directives allow you to communicate your healthcare preferences, giving you control over medical decisions and relieving family members of the burden during difficult times.
  • Financial Management: Powers of attorney provide a trusted person with the authority to manage your finances if you’re incapacitated, protecting your assets and ensuring continuity in bill payments and financial obligations.


At SHARON DAVIS LAW LLC, we strive to make the estate planning process straightforward and accessible. We listen carefully to your concerns, assess your family’s unique needs, and provide guidance that reflects Alabama’s legal landscape.

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FAQS

  • What’s the difference between a will and a trust, and do I need both?

    A will outlines how your assets are distributed after death and can designate guardians for minor children. Trusts, such as a revocable living trust, allow you to manage assets both during your lifetime and after. Trusts bypass probate, providing privacy and potentially speeding up asset distribution. Depending on your financial and personal circumstances, we may recommend a combination of both.

  • Can I change my estate plan once it’s created?

    Yes, estate plans should be regularly reviewed and updated as your life circumstances change, such as marriage, the birth of a child, or a significant financial shift. Our firm recommends a review every 3–5 years to ensure your documents accurately reflect your current wishes.

  • Who should I name as my power of attorney?

    It’s essential to choose someone you trust implicitly, as this person will have authority over important financial or healthcare decisions. Many people select a spouse, close family member, or long-term friend. We advise discussing this responsibility with the person you choose to ensure they’re comfortable with the role.