Don't just predict your future...
CREATE it.
Estate Planning Packages
Essentials
$1095
(individual)
$1495
(couple)
-
Simple Will
-
Durable Medical Power of Attorney
-
Durable General Power of Attorney
-
Memorandum Distributing Personal Property
-
Memorandum Concerning Disposition of Final Remains
-
In-Office Execution
*2 Witnesses, Notary, & Attorney-Supervised Signing.
Avoid Probate
$2095
(individual)
$2495
(couple)
-
Pour-Over Will
-
Living Will
-
Durable Medical Power of Attorney
-
Durable General Power of Attorney
-
Memorandum Distributing Personal Property
-
Memorandum Concerning Disposition of Final Remains
-
Revocable Living Trust
-
Certification of Trust
-
HIPAA Authorizations
-
In-Office Execution
*2 Witnesses, Notary, & Attorney-Supervised Signing.
I'm A Parent
$2495
(individual)
$2995
(couple)
Choose One of These:
- Pour-over Will with Revocable
Living Trust
- Will with Contingent Trust
You Also Get...
-
Living Will
-
Guardian Designations
-
Parental Delegation of Powers
-
Durable Medical Power of Attorney
-
Durable General Power of Attorney
-
Memorandum Distributing Personal Property
-
Memorandum Concerning Disposition of Final Remains
-
HIPAA Authorizations
-
In-Office Execution
*2 Witnesses, Notary, & Attorney-Supervised Signing.
Dynasty
$3295
(individual)
$3695
(couple)
First, Choose One of These:
- Simple Will
- RLT with Pour-Over Will
- Will with Contingent Trust
- Marital Deduction Will
- Pour-Over Will
Then, Add One of These:
- Special Needs Trust
- Revocable Marital
Deduction Trust
- Revocable Disclaimer Trust
- Joint Trust
- Irrevocable Life Insurance Trust
- 2503(c) Trust
- S-Corp Stock Planning
- Business Succession Plan
& Coordination with Company
Documents
You Also Get...
-
Living Will
-
Guardian Designations
-
Parental Delegation of Powers
-
Durable Medical Power of Attorney
-
Durable General Power of Attorney
-
Memorandum Distributing Personal Property
-
Memorandum Concerning Disposition of Final Remains
-
HIPAA Authorizations
-
In-Office Execution
-
VIP Concierge Suite Included
(see below)
*2 Witnesses, Notary, & Attorney-Supervised Signing.
VIP
Concierge Suite
VIP Concierge Suite
$300
* Expedited Drafting
* Appointments in 24 Hours
(excludes document signing meeting)
* Basic email & phone support concerning document contents during first year.
Creating a Trust?
Optimize your investment with ongoing support.
Trust Consultation Services
Funding & Support
$500
-
10% Off First-year Trust Tax Return
-
Deeds to Trust
-
Assistance with Life Insurance & Other Account Coordination
-
Trust Registration & Beneficiary Notification
-
Support From Attorney During First Year to Assist Funding Trust(s)
Coaching
$2000
Everything in the Funding & Support Package, PLUS...
-
Gifting Strategy and Implementation
-
Charitable Giving Strategy and Implementation
-
Dedicated Planning & Implementation for Specific Important Assets
-
Dedicated Planning & Implementation for Special Situations
-
Coordination with Financial Planners and other Key Advisors