Will Plans

$ 1,500-2,000
  • Last Will and Testament
  • Meet with an Attorney
  • Medical Power of Attorney
  • Financial Power of Attorney
  • Healthcare Directive
  • Burial Instructions
  • Personal Property Memorandum
  • Notarization of Documents
  • Document Scanning
  • Contact with your power of attorney agents
  • Family Meeting
  • Legacy Interview
  • Asset Worksheet

Living Trust Plans

$ 4,000+
  • Includes all offerings in the Will Plan, plus
  • Two Attorney Meetings
  • Asset Analysis and Inventory
  • Assignments of property and assets to your living trust
  • Certificate and Affidavit of Trust
  • Trust funding and beneficiary assistance
  • Update the deed to primary residence