Foundational
(Non-Complex) Estate Plan
$1,000 Single or $1,400 Family

Last Will and Testament

Two Attorney Meetings

Medical Power of Attorney

Financial Power of Attorney

Health Care Directive

Burial Instructions

Notarization of Documents

Concierge
Last Will and Testament Plan
Starting at $1,500 +

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

Concierge
Living Trust Plan
Starting at $3,500 +

Includes Last Will and Testament Plan

Update All Beneficiary Designations

Revocable Living Trust

Deed Recording of Primary Residence