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Estate Planning Packages

Estate Planning Packages

COVID-19 Specials

The Essentials

We would like to extend our sincere thanks and appreciation to all healthcare workers, essential employees and all of those who have been directly impacted by the COVID-19 pandemic. Please remain safe and take advantage of our courtesy offers from our family to yours.

Last Will
& Testament

Call for Pricing
    Durable
    Power of Attorney

    Call for Pricing
      Deeds
      (Standard)

      Call for Pricing
        Health Care
        Directive

        Call for Pricing

          For Individuals

          Plan Packages

          Growth Package

          Call for Pricing
          • Consultation & Assessment
          • Living Will
          • Health Care Directive
          • Durable Power of Attorney
          • Video Document Review
          • Notary & Signing Services
          • clear
          • clear
          • clear
          • clear
          • clear
          • clear
          Prosperity Package

          Call for Pricing
          • Consultation & Assessment
          • Last Will & Testament
          • Durable Power of Attorney
          • Health Care Directive
          • Life Estate Deed
            or
            One Deed of Choice
          • Funeral & Memorial Instructions
          • Video Document Review
          • Notary & Signing Services
          • clear
          • clear
          • clear
          • clear
          Legacy Package

          Call for Pricing
          • Consultation & Assessment
          • Revocable Trust
          • Pour-Over Will
          • Certification of Trust
          • One Transfer Deed
          • Assignment of Personal Property
          • Trust Funding Instructions
          • Durable Power of Attorney
          • Health Care Directive
          • Video Document Review
          • Notary & Signing Services
          • Annual Review
          • 25% Discount on Probate, Estate or Trust Administration Services

          For Couples

          Plan Packages

          Traditional Package 1

          Call for Pricing
          • Consultation & Assessment
          • Living Will (x2)
          • Durable Power of Attorney (x2)
          • Inventory List
          • Beneficiary Designation (x2)
          • Video Document Review
          • Notary & Signing Services
          • clear
          • clear
          • clear
          • clear
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          Traditional Package 2

          Call for Pricing
          • Consultation & Assessment
          • Last Will & Testament (x2)
          • Durable Power of Attorney (x2)
          • Health Care Directive (x2)
          • Video Document Review
          • Notary & Signing Services
          • clear
          • clear
          • clear
          • clear
          • clear
          • clear
          Modern Package

          Call for Pricing
          • Consultation & Assessment
          • Last Will & Testament (x2)
          • Durable Power of Attorney (x2)
          • Health Care Directive (x2)
          • Life Estate Deed
            or
            One Deed of Choice
          • Funeral & Memorial Instructions (x2)
          • Video Document Review
          • Notary & Signing Services
          • clear
          • clear
          • clear
          • clear
          Heritage Package

          Call for Pricing
          • Consultation & Assessment
          • One Joint Revocable Trust
          • Pour Over Will (x2)
          • Certificate of Trust
          • One Transfer Deed
          • Trust Funding Instructions
          • Durable Power of Attorney (x2)
          • Health Care Directive (x2)
          • Video Document Review
          • Notary & Signing Services
          • Annual Review
          • 25% Discount on Probate, Estate or Trust Administration Services for Immediate Family
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