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Estate Planning Packages Available
Choose from document combinations based on your needs.
Come in for a free consultation and learn more about the features of Will-based and Trust-based estate planning.
Will-based Estate Plan
Flat-fee
No hourly billing.
1. Last Will and Testament
2. General Power of Attorney
3. Health Care Power of Attorney
4. Advance Health Care Directive
Trust-based Estate Plan
Flat-fee
No hourly billing.
1. Pour-over Will
2. Revocable Living Trust
3. General Power of Attorney
4. Health Care Power of Attorney
5. Advance Health Care Directive
6. Real Estate Transfer Deed
Featured Video
What is a Trust? A Trust is a distinct legal entity that can own assets. A Trustee is appointed (typically yourself, while you are alive) to manage these assets in a manner dictated by the terms of the Trust. When the creator of a "Revocable Living Trust" dies, the assets owned by the Trust are distributed and or held, as detailed in the Trust document. In the eyes of a Probate Court, no one who owned anything has died. The Trust continues to exist and seamlessly transfers assets to the Beneficiaries.
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