Estate Planning

YOU DON’T WANT SURPRISES

The ultimate goal of estate planning is to protect and preserve your assets. A comprehensive estate plan should meet your needs during your lifetime while facilitating a smooth transition to your heirs after your passing. We screen for complexities early in the process to avoid surprises. Once we understand your priorities and concerns, we draft documents to give your family a clear set of instructions as to your wishes in the event of death or incapacity.

We know you are busy, so we provide consults by phone or video conference to meet you where you are. For your convenience we also coordinate all signings using mobile notaries. We screen for complexities early in the process to avoid surprises. Once we understand your priorities and concerns, we draft wills and power of attorney documents to give your family a clear set of instructions as to your wishes in the event of death or incapacity. Rest assured that the documents we prepare will be respected by courts, medical providers, and financial institutions.

The comprehensive estate plan package includes the following legal documents:

ESSENTIAL ESTATE PLANNING PACKAGE

• Last Will & Testament
• General Durable Power of Attorney
• Advance Care Directive (Living Will)
• Healthcare Surrogate Designation
• HIPAA Authorization

$1,500 Individual

$2,200 Couple

ADVANCED ESTATE PLANNING PACKAGE

• Last Will & Testament
• Living Trust
• General Durable Power of Attorney
• Advance Care Directive (Living Will)
• Healthcare Surrogate Designation
• HIPAA Authorization

$2,900 Individual

$3,200 Couple

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