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!

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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

 

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