Packages

Packages and individual documents are priced on a fixed fee basis, which means that the price you are quoted includes any meetings, phone calls, or expenses needed to complete your estate plan.

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Trust Packages 

Includes the following documents and services:

  •  Revocable Living Trust
  •  Pour Over Will for each individual
  •  Certificate of Trust
  •  Financial Power of Attorney for each individual
  •  Living Will for each individual
  •  Heath Care Powers for each individual (including HIPAA releases)
  •  Preparation and recordation of one deed to retitle real property into the name of the trust
  •  Instructions for retitling assets

Will Packages

Includes the following documents and services:

  •  Last Will and Testament for each individual
  •  Financial Power of Attorney for each individual
  •  Living Will for each individual
  •  Health Care Powers for each individual (including HIPAA releases)
  •  Preparing and recordation of one beneficiary deed for real property