​​​​​​​

INCLUDES:

• Temporary Will at the time of Wishes (optional)

• up to 1-Hour Wishes Appointment

• up to 1.5 Hour Review/Signing Appointment

AVOID PROBATE​

• Living Trust

• Certification of Trust

• Assignment of Personal Property

• Pour-Over Will

• (1) Trust Transfer Deed of Primary Residence

• Notary Cost Included

• Recording Fee Included

• Original Documents and an electronic copy on a flash drive

• Binder

AVOID CONSERVATORSHIP

• Durable Power of Attorney

• Advance Health Care Directive 

TRUST FUNDING ASSISTANCE +​

• Complimentary 30-Minute In-Person Trust Funding Appointment - Pros/Cons of POD beneficiaries v Trust funding

• Complimentary 1-Hour In-Person Review of Trust/Trust funding in 90 days after Estate Plan execution 

• Up to 2 Additional Trust Transfer Deeds for Rental Properties at the time of execution of Trust document 

AFTERLIFE TRUST ADMIN\ISTRATION ADVICE FOR FAMILY

• Trust Administration Roadmap (Post-Death Guide)

• Complimentary one (up to 1 hour) Family Wealth Meeting, a guided family meeting where the attorney walks through the roles (trustee, executor, etc.) to reduce future conflict and confusion WITHIN 60 DAYS of executing your Estate Plan

PREMIER ATTORNEY ACCESS​

• Attorney access during the drafting process related to the creation of the documents.

• ​Attorney access continues for two additional complimentary funding conversations (described above) within 90 days of executing your Estate Plan

• Attorney access continues for one "family" meeting within 60 days of executing your Estate Plan

• Additional Assistance charged at Attorney Hourly Rate

• Attorney-Client Relationship ends 90 Days after Estate Plan Execution

Individual (total)

$6,250.00

Married Couple (total)

$6,750.00