To make estate planning accessible and manageable, we offer several packages tailored to meet your needs. These packages cover a range of options, from basic planning to more advanced strategies.
Basic Estate Planning Package
Perfect for individuals who want to establish a foundational estate plan.
Core Documents:
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Last Will and Testament
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Durable Power of Attorney (DPOA)
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Health Care Directive
Add-Ons:
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Funeral or Burial Instructions
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Pet Trust
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Digital Asset Plan
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Specialized Trust (if applicable)
Comprehensive Trust Package
For individuals or families looking to set up arevocable living trust to avoid probate and more effectively manage their assets.
Core Documents:
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Revocable Living Trust
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Last Will and Testament
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Durable Power of Attorney (DPOA)
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Health Care Directive
Add-Ons:
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Trust Amendments or Restatement
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Business Succession Plan
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Charitable Trust
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Irrevocable Trusts
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Trust Funding Assistance
Advanced Estate Planning Package
Designed for clients with complex estates or high-net-worth individuals who need advanced planning strategies.
Core Documents:
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Revocable Living Trust
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Last Will and Testament
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Durable Power of Attorney (DPOA)
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Health Care Directive
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Advanced Tax Planning
Add-Ons:
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Generation-Skipping Trust (GST)
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Asset Protection Trust
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Qualified Personal Residence Trust (QPRT)
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Special Needs Trust
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Business Succession Planning
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Advanced Estate Tax Planning
Custom Estate Planning Package
For those who need flexibility, we offer a custom package where you can select only the documents and services that suit your needs. Options include:
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Will
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Trust
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Power of Attorney
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Health Care Directive
Annual Estate Plan Reviews
Once your estate plan is in place, it's important to review it regularly to ensure it remains aligned with your evolving life circumstances. Ourannual reviews cover:
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Review of your will, trust, health care directive, and durable power of attorney
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Recommendations for updates based on significant life events (e.g., marriage, children, financial changes)
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Review of trust funding to ensure assets are properly included in the trust
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Updates on changes in tax laws or estate tax limits
