Estate Planning Packages
Securing your legacy and protecting your loved ones begins with thoughtful estate planning. Our tiered packages offer flexible solutions tailored to your specific needs, providing increasing levels of protection and service. Each package builds upon the previous one, ensuring that you can select the right level of coverage for your unique situation.
Foundation Plan
Essential Nuts and Bolts
Last Will and Testament
Healthcare Power of Attorney
Financial Power of Attorney
Living Will/Advanced Directive
HIPAA Authorization
Long and Short-Term Guardians
Gifts of Personal Property
USB and Portal with Signed Documents
Binder with Signed Documents
Our Foundation Plan establishes the essential legal framework to protect your wishes and provide clear guidance for your loved ones. These fundamental documents ensure your healthcare preferences are honored and your assets are distributed according to your desires.
Investment: $2,795
Trust Assurance Plan
Probate Protection
Everything in the Foundation Plan
Revocable Living Trust
Pour-over Will
Trust Funding Toolkit
The Trust Assurance Plan builds upon our Foundation Plan by adding crucial probate-avoidance tools. A revocable living trust allows your assets to transfer directly to your beneficiaries without court intervention, saving time, money, and maintaining privacy. Our comprehensive toolkit guides you through the process of funding your trust, ensuring your assets are properly protected.
Investment: $3,795
Elite Care Plan
We Do It All For You
Everything in Trust Assurance Plan
Professional Trust Funding
Our premier Elite Care Plan delivers the ultimate peace of mind with full-service implementation. Our team handles the complete funding of your trust, ensuring that all eligible assets are properly titled and transferred. This white-glove service eliminates the administrative burden from your shoulders, providing maximum protection and convenience. Experience the confidence that comes from knowing your estate plan is professionally implemented and ready to function exactly as intended.
Investment: $5,795
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