Our Plans
We offer three different packages suitable for all customer needs. Clients can upgrade from an existing plan at any time for just the difference in cost!
Simple Estate Plan
Includes:
- -Last Will and Testament
- -Nomination of Guardian
- -Durable Power of Attorney
- -Medical Power of Attorney
- -Living Will
- -Final Instructions
- -For Both Spouses
- -Free Will Gift Certificates for Children
Function:
- -Declares an Executor
- -Protects Minor Children
- -Designates Beneficiaries
- -Stops arguing for family
- -Protects from incapacity
- -Expresses wishes to children
Price: $195
Complete Estate Plan
Includes:
- -Revocable Living Trust
- -Pour over Will
- -Nomination of Guardian / Conservator -Certificate of Trust
- -Declaration of Trust
- -Last Will and Testament
- -Durable Power of Attorney
- -Medical Power of Attorney
- -Living Will
- -Real Estate Deeds
- -Final Instructions
- -Funding Letter/Instructions
- -For Both Spouses
- -Free Will Gift Certificates for Children -Continued support
- -No additional cost for changes
Function:
- -Same as Simple Estate Plan, Plus:
- -Protects from Probate.
- -Transfers assets and real estate to Trust.
- -Collects all important documents.
Price: $495
Special Needs Trust
*Same as what you get anywhere else but only costs $495!*
Includes:
- -Revocable Special Needs Trust
- -Pour over Will
- -Nomination of Guardian / Conservator
- -Certificate of Trust
- -Declaration of Trust
- -Last Will and Testament
- -Durable Power of Attorney
- -Medical Power of Attorney
- -Living Will
- -Real Estate Deeds
- -Final Instructions
- -Funding Letter/Instructions
- -For Both Spouses
- -Free Will Gift Certificates for Children -Continued support
- -No additional cost for changes
Function:
- -Same as Complete Estate Plan
- -Protects Special Needs children from losing state benefits.
- -Holds inheritance in trust.
- -Coordinate all important documents
Price: $495