Packages

 

Basic Estate Plan

This plan is ideal for families who do not have significant assets (under $500,ooo, including life insurance, home equity, all other equity), but who want to make sure their children are cared for in case of tragedy. 

  • Includes:
    •  Last Will and Testament
        • Includes Will Summary
    • Personal Property Memorandum
    • Durable Financial Power of Attorney
    • Health Care Power of Attorney
    • HIPAA Release
    • Living Will/Advance Directive
    • Ongoing Lifetime Support For Your Estate Plan *

 

Family Protection Plan

This plan is ideal for families who have significant assets or life insurance policies (assets or life insurance over $500,000), or who expect to inherit money.

  • Includes:
    • Everything in Basic Estate Plan, PLUS
    • Revocable Living Trust
      • Includes Executive Summary of RLT
    • Trust Funding Assistance
      • Assistance with titling/deeding property into trust
      • Instructions for changing beneficiary designations
        • Client can authorize attorney to communicate and handle these with a Durable Power of Attorney.
    • Ongoing Lifetime Support For Estate Plan *

 

Trust Plan

This plan is ideal for families who already have documents such as a Will, Living Will, and Power of Attorney, but who need to add on a Trust.

  • Includes
    • Revocable Living Trust
      • Includes Executive Summary of RLT
    • Trust Funding Assistance
      • Assistance with titling/deeding property into trust
      • Instructions for changing beneficiary designations
    • Client can authorize attorney to communicate and handle these with a Durable Power of Attorney.Ongoing Lifetime Support For Estate Plan*

 

Advanced Planning Portfolio

—Prices may be adjusted as necessary for additional provisions regarding substantial drafting, such as special needs trusts, marital trusts, family trusts, etc.

 

Ongoing Lifetime Support – Included in all packages

*Your complete satisfaction and peace of mind is our top priority, so all of our packages comes with Ongoing Lifetime Support.

  • This support includes:
    • Annual plan review reminders and checklist to help you evaluate whether your estate plan needs updating
    • Newsletter
    • Alerts and Notifications for Law Updates
    • Free Changes to Fiduciary Designations (designations such as guardian/power of attorney/personal representative), Additions of Children, and Parties under Will, for the first 3 years after execution of estate plan.
    • Discounted rates for Estate Plan Revisions