Estate Planning As Easy As . . .

  • 1-on-1 Consult (in-person, phone, or zoom)

  • Discuss your estate plan needs and wishes

  • Discuss which services are right for you

  • Upon approval, start your estate planning process

  • Complete your estate plan questionnaire
  • Create the Will documents
  • Create Trust documents
  • Create ancillary legal documents

  • Final document review

  • Answer any final questions
  • Sign your estate plan documents
  • Receive your complete estate plan binder

We offer Estate Plan packages customized to your needs.

Our compassionate, caring approach helps identify your needs and desires and translates that into a comprehensive estate plan.

PROBATE PLAN

  • Last Will & Testament
  • Living Will
  • Durable Power of Attorney
  • Healthcare Surrogate
  • HIPAA Authorization
  • Final Wishes Plan
  • Disposition of Remains
  • Guardian Designations
  • Digital Assets Inventory
  • Attorney Supervised Signing
  • Documents Binder
  • Signed Documents in PDF
  • –
  • –
  • –
Call For Details

PRESERVATION PLAN

  • Last Will & Testament
  • Testamentary Trust
  • Living Will
  • Durable Power of Attorney
  • Healthcare Surrogate
  • HIPAA Authorization
  • Final Wishes Plan
  • Disposition of Remains
  • Guardian Designations
  • Digital Assets Inventory
  • Attorney Supervised Signing
  • Documents Binder
  • Signed Documents in PDF
  • –
  • –
Call For Details

WEALTH PLAN

  • Revocable Living Trust
  • Pour Over Will
  • Living Will
  • Durable Power of Attorney
  • Healthcare Surrogate
  • HIPAA Authorization
  • Final Wishes Plan
  • Disposition of Remains
  • Guardian Designations
  • Digital Assets Inventory
  • Attorney Supervised Signing
  • Document Binder
  • Signed Documents in PDF
  • Trust Funding Instructions
  • –
Call For Details

LEGACY PLAN

  • Revocable Living Trust
  • Pour Over Will
  • Living Will
  • Durable Power of Attorney
  • Healthcare Surrogate
  • HIPAA Authorization
  • Final Wishes Plan
  • Disposition of Remains
  • Guardian Designations
  • Digital Assets Inventory
  • Attorney Supervised Signing
  • Document Binder
  • Signed Documents in PDF
  • Trust Funding Instructions
  • Family Protective Trusts
Call For Details

Call today to schedule a consultation.