BEST CHOICE:

Your Recommended Package

Parent Basic Trust

Discounted Price: $1,599

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

  • Transfer Documents

  • Certificate of Trust

This Trust package allows for the distribution of your assets to your children, and if your children are 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:

Select This Package

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.

  • Discounted Price: $2,299

    This Trust Package Includes:

    • Revocable Trust

    • Will

    • Power of Attorney

    • Health Care Directive

    • Up to two Transfer on Death Deeds

    • Transfer Documents

    • Certificate 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.

    Next Step: 

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

    Select This Package

    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.

  • Discounted Price: $1,899
    This Trust Package Includes:

    • Revocable Trust

    • Will

    • Power of Attorney

    • Health Care Directive

    • One Transfer on Death Deed

    • Transfer Documents

    • Certificate of Trust

    This Trust package allows for the distribution of your assets to your children, and if your children are 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.

    Select This Package

    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.

  • Discounted Price: $449
    This Will Package Includes:

    • Will

    • Power of Attorney

    • Health Care Directive

    This Will package allows for the distribution of your assets to your children, and if your children are not living, to up to three 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.

    Select This Package

    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.

  • Discounted Price: $599

    This Will Package Includes:

    • Will

    • Power of Attorney

    • Health Care Directive

    This Will package allows for the distribution of your assets to your children, and if your children are 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:

    Select This Package

    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.

  • Discounted Price: $725

    This Will Package Includes:

    • Will

    • Power of Attorney

    • Health Care Directive

    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:

    Select This Package

    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.

Differences between Wills and Trusts