Plan for the Unexpected — Protect Your Legacy
At Tier Three, we strongly encourage dental practice owners to prepare for life’s worst-case scenarios. Just like personal insurance, a clear plan brings peace of mind — ensuring your loved ones aren’t left to navigate the divestment of your practice while grieving.
Estate Planning Essentials for Dentists
Wills
Your will outlines your final wishes — from funeral arrangements to asset distribution. For dentists, your practice is often your most valuable asset, making a well-crafted will essential.
Personal Directives & Powers of Attorney
These legally prepared documents protect your interests if you’re unable to make decisions — with Personal Directives covering health care, Powers of Attorney managing finances, and Enduring Powers of Attorney remaining in effect if incapacity is permanent.
Practice Valuations
Your practice's value can fluctuate — and in a crisis, time is of the essence. An updated valuation every 18–24 months ensures your estate is ready for an efficient transition, preserving its full value.
Letter of Instruction
This simple, powerful document brings it all together — providing your executor or family with clear instructions, key contacts (lawyers, accountants, advisors), insurance details, and where to find critical documents. It ensures nothing is missed when it matters most.
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Tier Three’s transition team can help you create a Letter of Instruction and guide you through the process. Estate lawyers can assist with wills and powers of attorney.
By planning today, you protect your loved ones tomorrow — offering stability, clarity, and a lasting legacy.
Download Your Complimentary, Fillable Letter of Instructions
Take the next step in protecting your practice and providing peace of mind for your loved ones. Our complimentary fillable Letter of Instruction template helps you organize key contacts, insurance details, and essential documents — all in one place.
It’s a simple tool that can make a world of difference in an emergency.
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