BEST CHOICE:
Your Recommended Package
Discounted Price: $2,299
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 Directives
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:
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: $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 do not survive you, 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:
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:
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: $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:
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: $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:
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: $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.
The link above is an intake questionnaire. Once it’s submitted, we will contact you and begin drafting your estate plan.