BEST CHOICE:
Your Recommended Package
Discounted Price: $2,899
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
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:
The link above is an intake questionnaire. Once it’s submitted, we will contact you and begin drafting your estate plan.
Other Trust Options
These are similar options that may be under or over inclusive based on your answers.
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Discounted Price: $2,199
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 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 is an intake questionnaire. Once it’s submitted, we will contact you and begin drafting your estate plan.
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Discounted Price: $1,599
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 your children. 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 is an intake questionnaire. Once it’s submitted, we will contact you and begin drafting your estate plan.
Other Cost-Effective Options
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: $849
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 is an intake questionnaire. Once it’s submitted, we will contact you and begin drafting your estate plan.
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Discounted Price: $699
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 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 is an intake questionnaire. Once it’s submitted, we will contact you and begin drafting your estate plan.
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Discounted Price: $525
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 your children. 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 is an intake questionnaire. Once it’s submitted, we will contact you and begin drafting your estate plan.