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Estate Planning Packages
All of our estate planning include all of the necessary estate planning documents such as a revocable living trust, "pour-over" will, and powers of attorney for property and health care. The also include a qui-claim deed for your primary resident (recording fees additional)
Basic
Perfect for people with adult beneficiaries who want to make "outright" gifts to all beneficiaries.
Priced at:
$499 single
$599 couple
Advanced
Design for anyone with young or immature beneficiaries who wants to leave assets "in trust" for them.
From:
$799
$999
Complex
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From:
$1,499
$1,999
Self Service Estate Plans
Individual Estate Planning Documents
If you already have an estate plan, then perhaps you just need to update a particular document or you just need to add something that wasn't there. Either way, we offer individual documents to suit your particular need.
Adult Children
A will determines how your probate estate is distributed and names guardians for minor children.
Living Trust
A living trust is better than a will since it avoids probate and protects you during periods of incapacitation.
Minor Children
A financial power of attorney allows you to designate who makes financial decisions for you during periods of incapacitation.
Minor's Trust
If you want to give money to a child while you are alive, a minor's trust is better than a custodial account.
Pet Trust
A medical power of attorney allows you to designate who makes medical decisions for you if you are incapacitated.
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Pet Trust
Pets are family too. If you want to leave money for their care after you gone then you need to create a pet trust.