Will Packages 

Individual Will Package is for a single individual and consists of:

 

• Simple Will

• Advance Health Care Directive

• Durable Power of Attorney for Property

• Authorization for Release of Medical and Health Information  

 

One office conference, not including the initial discussion, to make sure that these documents are the most appropriate for you.

 

Couple Will Package is for a couple (married or not) and consists of:

• all documents provided in the Individual Will Package for each person

Trust Packages 

 Individual Trust Package for a single person which consists of:​

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• Living (Revocable) Trust

• Pour-over Will

• Advance Health Care Directive

• Durable Power of Attorney for Property

• Authorization for Release of Medical and Health Information

• optional Assignment  

• optional Trust Transfer Deed for one Residence or real property including PCOR.​

 

This Living Trust is designed to avoid probate, not estate taxes.

Includes two optional office conferences not including the initial conference to make sure that this type of trust is appropriate and detailed instructions for funding assets.

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Couple's Trust Package - a couple (married or not) and consists of:

• documents provided in the Individual Trust Package for each person.

• optional Community Property Agreement

• Living Trust is designed to avoid probate, not estate taxes.

Pricing 

And Options

The purpose of the initial consultation appointment is to review your estate planning needs and goals, answer any questions you have and confirm which Estate package best meets your needs. 

 

During our initial consultation appointment, the potential cost of probate and tax which would occur with your current plan will be analyzed, and methods of reducing costs and accomplishing goals will be discussed.

 

An exact quote of fees will be provided before you decide which estate planning package you want to be completed.

 

Before purchasing any estate package, call to set up an appointment. Then, download and complete the appropriate worksheet which will provide the information needed to streamline our initial consultation.

 

The initial consultation is most beneficial to you when we receive the worksheet in advance of the consultation so your situation can be assessed before we meet. This allows us to provide specific recommendations during your appointment.

 

*All charges plus recording and notary fees plus $100 for each additional parcel of real property transferred to the trust.

 

The complimentary initial consultation is most beneficial to you when we receive the worksheet in advance of the consultation so your situation can be reviewed before we meet. Please review and complete the enclosed worksheet and return it to us along with copies of deeds to real estate and copies of the day on latest real estate tax statements in the enclosed self-addressed, stamped envelope. All information submitted is held in total confidence and is used for estate planning purposes only.

 

If a current financial statement exists, it may be enclosed instead of completing financial information pages of the worksheet. Specific data on the worksheet can be discussed and revised during our appointment. We would appreciate accurate spellings of all names on the worksheet since this information will be used in the preparation of legal documents. When listing names of beneficiaries, trustees, or others, please list names as they should be used in legal documents. Remember to insert married names, if that is now their legal name.

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By receiving the worksheet and copies of deeds and tax statements before scheduling the appointment, we can make sure that enough time is allotted to adequately discuss the situation, and, if specific information is needed, notification can be given before the appointment. If the worksheet is completed before the initial appointment, after the initial appointment, an estate plan can be completed within two weeks.

We will look forward to receiving the worksheet soon, and look forward to seeing you for your complimentary initial appointment

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