Don't just predict your future...
CREATE it.
Estate Planning Packages
Essentials
$1095
(individual)
$1495
(couple)
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Simple Will
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Durable Medical Power of Attorney
​
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Durable General Power of Attorney
​
-
Memorandum Distributing Personal Property
​
-
Memorandum Concerning Disposition of Final Remains
​
-
In-Office Execution
Avoid Probate
$2095
(individual)
$2495
(couple)
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Pour-Over Will
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Living Will
​
-
Durable Medical Power of Attorney
​
-
Durable General Power of Attorney
​
-
Memorandum Distributing Personal Property
​
-
Memorandum Concerning Disposition of Final Remains
​
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Revocable Living Trust
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Certification of Trust
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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...
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Living Will
​
-
Guardian Designations
​
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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.
Trust Consultation Services
Funding & Support
$500
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10% Off First-year Trust Tax Return
-
Deeds to Trust
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Assistance with Life Insurance & Other Account Coordination
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Trust Registration & Beneficiary Notification
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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
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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