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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 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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