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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)

VIP
Concierge Suite
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...

  • 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

Contact us for an Estate Planning Consultation...