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One of the Greatest Gifts You Can Give Your Family is Planning Ahead
Plan Now and Save (Stress and Money)!
Revocable Living Trust Package
- Declaration of Trust
- Durable Power of Attorney for Health Care
- Durable Power of Attorney for Property
- Pour-Over Will
- Real Estate Deed Transfer
- Asset Transfer Instructions
- Updated Beneficiary Designations
- Estate Planning Portfolio Binder
- Peace of mind knowing you are leaving your family in a much better place
Special “Commit Now” pricing: Normally $2,900 for Married Partners and $2,400 for Individuals. Your price between now and 1/10/20 is only $2,320 for Married Partners and $1,920 for Individuals. All you have to do is commit (not complete) to having your Trust done.
Will Package
- Last Will & Testament Tailored for You
- Testamentary Trusts for Children or Grandchildren
- Durable Power of Attorney for Health Care
- Durable Power of Attorney for Property
- Updated Beneficiary Designations
- Estate Planning Portfolio Binder
- Peace of mind knowing you are leaving your family in a much better place
Special “Commit Now” pricing: Normally $1,600 for Married Partners and $1,200 for Individuals. Your price between now and 1/10/20 is only $1,280 for Married Partners and $960 for Individuals. All you have to do is commit (not complete) to having your Will done.
All packages come with a free consultation to determine the best plan for you
Retainer required to lock in commit now prices.
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