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.
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