BEST CHOICE:
Your Recommended Package
Discounted Price: $1,999
Based on your answers, this is the best estate plan package for your needs.
This Trust Package Includes:
Two Revocable Trusts
Two Wills
Two Powers of Attorney
Two Health Care Directives
One Transfer on Death Deed
Transfer Documents
Two Certificates of Trust
This Trust package allows for the distribution of your assets to your spouse and, if your spouse is not living, to up to five named individuals or charitable organizations. The Trust may also include provisions for managing inheritance for minors and allow the appointment of up to four individuals other than the original trustee (yourself) to administer the estate.
Next Step:
If you would like to continue with this package, click the following link:
The link above lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we receive payment with an intake sheet to fill out.
Other Trust Options
These are similar options that may be under or over inclusive based on your answers.
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Discounted Price: $2,599
This Trust Package Includes:Two Revocable Trusts
Two Wills
Two Powers of Attorney
Two Health Care Directives
Up to two Transfer on Death Deeds
Transfer Documents
Two Certificates of Trust
Up to one Business Ownership Assignment
This Trust package allows for the distribution of your assets to up to ten named individuals or charitable organizations. The Trust may also include provisions for managing inheritance for minors and allow the appointment of up to four individuals other than the original trustee (yourself) to administer the estate. You may also elect to include a Disclaimer Trust if you believe the combined estate value between yourself and your spouse will be valued over $3 million at the time of your death.
Next Step:
If you would like to continue with this package, click the following link to review our Engagement Letter.
The link above lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we receive payment with an intake sheet to fill out.
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Discounted Price: $1,699
This Trust Package Includes:Two Revocable Trusts
Two Wills
Two Powers of Attorney
Two Health Care Directives
One Transfer on Death Deed
Transfer Documents
Two Certificates of Trust
This Trust package allows for the distribution of your assets to your spouse and, if your spouse is not living, to up to three named individuals or charitable organizations. The Trust may also include provisions for managing inheritance for minors and allow the appointment of up to two individuals other than the original trustee (yourself) to administer the estate.
Next Step:
If you would like to continue with this package, click the following link.
The link above lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we receive payment with an intake sheet to fill out.
Cost-Effective Option
If a trust-based plan isn’t the right fit at this time, we also offer Will packages that provide essential protection at a more cost-effective price point.
Unlike a trust, Will-based plans do not avoid probate.
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Discounted Price: $675
Based on your answers, this is the best estate plan package for your needs.This Will Package Includes:
Two Wills
Two Powers of Attorney
Two Health Care Directives
This Will package allows for the distribution of your assets to your spouse, and if your spouse is not living, to up to five named individuals or charitable organizations. The Will may also include provisions for managing inheritance for minors and allow the appointment of up to two individuals to administer the estate and distribute assets.
Next Step:
If you would like to continue with this package, click the following link.
The link above lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we receive payment with an intake sheet to fill out.
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Discounted Price: $795
This Will Package Includes:Two Wills
Two Powers of Attorney
Two Health Care Directives
This Will package allows for the distribution of your assets to up to ten named individuals or charitable organizations. The Will may also include provisions for managing inheritance for minors and allow the appointment of up to four individuals to administer the estate and distribute assets.
Next Step:
If you would like to continue with this package, click the following link:
The link above lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we receive payment with an intake sheet to fill out.
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Discounted Price: $575
This Will Package Includes:Two Wills
Two Powers of Attorney
Two Health Care Directives
This Will package allows for the distribution of your assets to your spouse, and if your spouse is not living, to up to three named individuals or charitable organizations. It also allows the appointment of up to two individuals to administer the estate and distribute assets.
Next Step:
If you would like to continue with this package, click the following link.
The link above lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we receive payment with an intake sheet to fill out.