Estate Planning Services
Protect What You’ve Built. Provide for Who Matters.
Will-Based Estate Plan
159
Includes spouse documents for just $90 more Includes state-specific docs: -
Revocable Living Trust
-
Schedule of Assets
-
Last Will & Testament (Pour Over Will)
-
HIPAA Authorization
-
Advance Healthcare Directive (aka Living Will)
-
Power of Attorney
-
Certification of Trust
Trust-Based Estate Plan
$599
$
539
10
Includes spouse documents for just $90 more Includes state-specific docs: -
Revocable Living Trust
-
Schedule of Assets
-
Last Will & Testament (Pour Over Will)
-
HIPAA Authorization
-
Advance Healthcare Directive (aka Living Will)
-
Power of Attorney
-
Certification of Trust
We've teamed up with Trust & Will to offer our clients a user-friendly, secure platform for creating customized trust or will based estate plans, ensuring their estate planning needs are met with professional-grade solutions.
Estate Planning Steps
Appointment Prep
You’ll receive our Estate Planning Appointment Guide to complete ahead of your first meeting, so you feel confident and prepared.
Data Input Appointment
During this session, we’ll ask guided questions to help build the foundation of your personalized estate plan.
Document Creation
Your full estate planning package will be delivered electronically for your review, signature, and notarization. In unique situations, we can coordinate a conversation with one of our attorney partners at Trust & Will for an additional fee.
Execution & Funding
We’ll work with you to ensure your estate plan is properly executed and that your key accounts and assets are correctly funded.