BEST CHOICE:

Your Recommended Package

Individual Trust

Discounted Price: $1,899

Based on your answers, this is the best estate plan package for your needs.

This Trust Package Includes:

  • Revocable Trust

  • Will

  • Power of Attorney

  • Health Care Directive

  • One Transfer on Death Deed or Quitclaim Deed

  • Transfer Documents

  • Certificate of Trust

This Trust package allows for the distribution of your assets 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:

Select This Package

The link above is an intake questionnaire. Once it’s submitted, we will contact you and begin drafting your estate plan.

Other Trust Option

  • Discounted Price: $2,299

    This Trust Package Includes:

    • Revocable Trust

    • Will

    • Power of Attorney

    • Health Care Directive

    • Two Transfer on Death Deeds

    • Transfer Documents

    • Certificate of Trust

    • 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.

    If you would like to continue with this package, click the following link:

    Select This Package

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.

  • Discounted Price: $625
    This Will Package Includes:

    • Will

    • Power of Attorney

    • Health Care Directive

    This Will package allows for the distribution of your assets to up to three named individuals or charitable organizations. The Will also allows the appointment of up to two individuals to administer the estate and distribute assets.

    If you would like to continue with this package, click the following link.

    Select This Package

  • Discounted Price: $799

    This Will Package Includes:

    • Will

    • Power of Attorney

    • Health Care Directive

    This Will package allows for the distribution of 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.

    If you would like to continue with this package, click the following link:

    Select This Package

Differences between Wills and Trusts

Learn more