
Basic Estate Planning Package (Single)
This package includes the following:
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Revocable Trust
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Pour Over Will
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1 Deed and preliminary change of ownership
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Durable Powers of Attorney for financial and Health Care
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HIPPA Release
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Personal Property Memorandum
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Certificate of Trust
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Visual summary of estate plan
-
Notary service
-
Electronic binder
$2500

Basic Estate Planning Package (Married)
This package includes the following:
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Joint Revocable Trust
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Pour Over Will (2)
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1 Deed and preliminary change of ownership
-
Durable Powers of Attorney for financial and Health Care (2 sets)
-
HIPPA Release (2)
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Personal Property Memorandum
-
Certificate of Trust
-
Visual summary of estate plan
-
Notary service
-
Electronic binder
$3000

Basic Will Package (Single)
This package includes the following:
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Will
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Durable Powers of Attorney for financial affairs and Health care
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HIPPA Release
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Notary Service
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Electronic Binder
Please note: a Will does not avoid probate at your death.
$750