Estate Planning Packages

Secure your legacy with a custom estate plan designed to avoid probate, minimize delays, and ensure your wishes are honored.

We offer flexible packages to meet your needs—whether you want the essentials covered or a full-service experience with all the legal protections in place.

For Individuals:

• Basic Plan – $1,250
  Includes:
  • Simple Revocable Living Trust
  • Pour-Over Will
  • Financial Power of Attorney
  • Advance Healthcare Directive
  • Basic notary support

• Comprehensive Plan – $2,500
  Includes everything in the Basic Plan, plus:
  • Customized Trust provisions (e.g. staggered distributions, minor protections, incentive clauses)
  • Trust funding assistance (up to 3 assets retitled)
  • HIPAA authorization
  • Asset alignment guidance
  • Attorney consultation & plan review

For Married Couples:

• Basic Joint Plan – $1,850
  Includes:
  • Joint Revocable Living Trust
  • Individual Wills
  • Financial & Medical Powers of Attorney for each spouse
  • Basic notary support

• Comprehensive Joint Plan – $3,800
  Includes everything in the Basic Joint Plan, plus:
  • Advanced Trust design (e.g. tax planning, asset protection, blended family provisions)
  • Trust funding assistance (up to 6 assets)
  • HIPAA authorization
  • Attorney consultation & post-signing checklist
  • Beneficiary designation support