Last Will and Testament
Two Attorney Meetings
Medical Power of Attorney
Financial Power of Attorney
Health Care Directive
Burial Instructions
Notarization of Documents
Includes Foundational Plan
Two Attorney Meetings
Asset Analysis & Inventory
HIPAA Waiver
Dementia Directive
Document Scanning and USB Storage
Contact with Your Power of Attorney Agents
Family Meeting (to review plan)
Legacy Interview
Includes Last Will and Testament Plan
Update All Beneficiary Designations
Revocable Living Trust
Deed Recording of Primary Residence