Complete Estate Planning Trust Package: $799.00
For a Married Couple or Single Person
Start Your Trust Package which includes:
1. Revocable Living Trust to avoid probate.
2. Pour-Over Will(s) to name guardians for minor children and catch remaining assets.
3. Power(s) of Attorney for Financial Matters if you become incapacitated.
4. Power(s) of Attorney for Medical Care (Sometimes called “Advance Directives or Living Wills)
5. Deed transferring primary residence to the trust. (Each additional parcel is only $49.00)
6. General Assignment of Property transferring household items to trust
7. Certificate of Trust Existence to ease transfer of assets into the trust.
8. Written Instructions on how to execute all documents and transfer remaining assets to the trust.
Additional Services You Can Purchase:
1. In-Office Appointment to personally review your situation with you. ($199.00)
2. Full In Office Review, Explanation and Execution of All Documents. ($199.00)
2. Assistance in Transferring Assets to the trust (Billed hourly at $225.00/hour)
To make an appointment, click the RED tab at the right.
