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
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
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​
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)​
Creating a Trust?
Optimize your investment with ongoing support.
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...
​
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Gifting Strategy and Implementation
-
Charitable Giving Strategy and Implementation
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Dedicated Planning & Implementation for Specific Important Assets
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Dedicated Planning & Implementation for Special Situations
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Coordination with Financial Planners and other Key Advisors