Exclusive Packages

Choose from our three options to create your estate plan.  We will give you advice on the package that we feel will best accomplish your own objectives. 

The first step is to complete the appropriate questionnaire and submit that to us so we can make appropriate recommendations.  CLICK HERE to go to the questionnaires.

Ancillary Documents

Ancillary documents consist of the following:  durable financial power of attorney; health care power of attorney; mental health power of attorney, living will and disposition of remains.  This package is useful if you already have a revocable living trust or will that does not need to be amended.

2

Will Package

This package includes all of the ancillary documents along with a Last Will and Testament.  You also receive counseling with regard to the best way to title your assets to minimize the risk of probate.

3

Trust Package

This is our premier package, featuring a revocable living trust as the cornerstone of your estate plan.  Our most popular plan includes all of the ancillary documents, plus transfer deeds for your real estate (extra charges may apply) and counseling with regard to the best way to title your assets to minimize the risk of probate.  We also include trust funding instructions with your documents.