The future depends on what you do today.
Mahatma Gandhi
OUR SERVICES
Standalone Documents
Trust-based Planning Packages
Will-based Planning Packages
For the family who finds themselves in need of a standalone Last Will & Testament, Deed, Power of Attorney, or other related documents, we can offer drafting, notary arrangement, and filing/recording services.
Will-based Planning Packages
Trust-based Planning Packages
Will-based Planning Packages
For the family who wants
to guarantee their minor children are well cared for no matter what, their health care wishes turned into directives, & their loved ones to have access to their assets if they become incapacitated.
This package includes a Will, Health Care Directives, Powers of Attorney, & a "Påtgon Protection Plan."
Will-based planning includes options for post-death trust planning to protect assets for your loved ones.
Trust-based Planning Packages
Trust-based Planning Packages
Trust-based Planning Packages
For the family who wants
total assurance and peace of mind of knowing their legacy will be transferred to heirs with the most ease and convenience possible in the privacy of our office without court involvement.
This package includes all parts of the will-based package plus a Revocable Living Trust and includes options to protect your beneficiary’s inheritance from creditors, lawsuits, divorce, estate taxes, etc.
Flat fees. Your budget. No surprises.
WHAT TO EXPECT
We offer will-based and trust-based planning packages to meet your current planning and budgetary needs and a three-part service delivery system to keep things on track. Package fees start at $2,800 and increase only if and when you decide.
Planning Sesion
We will meet to discuss your family dynamics, goals and concerns; review your assets; compare planning costs to your status quo; decide how you'd want to move forward; and choose your fees and planning package. We'll then design your plan based on your desired goals.
Document Review
In our document review session, we will review your plan and plan documents, highlight your priority concerns, answer your questions, prepare you to sign your plan documents, and if needed, set up a plan to move your assets into your trust.
Signing Meeting
During your signing meeting, you will sign your documents before a notary.
Plan Delivery
We will deliver your final plan to you, deliver letters to the individuals you've identified in your planning, confirm your assets have transferred properly and provide guidance for further transfers, review your Family Wealth Inventory and conduct your legacy interview.
Ready to get started?
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