We help you customize an estate plan specific to your needs at affordable rates to ensure that your family and legacy is protected and preserved for your loved ones. No matter your net worth, it’s important to have an estate plan in place. Such a plan ensures that your family and financial goals are met after you die. Depending on the needs of a particular estate, there are multiple strategies available to pass assets before or after death. By being clear about your intentions, you help dispel potential conflicts after you’re gone.
What Is Included:
- Certificate of Trust
- Trust Agreement
- Power of Attorney
- Healthcare Power of Attorney and Living Will
- Instructions on funding
- Plus -
- Step by step video instructions.
- Staff support by phone or email during business hours.
- 1/2 hr video or phone consultation with a qualified attorney.
- Finished digital copy.
Get Started Today
The first step in completing your Living Trust is setting up a Free Zoom Consultation with one of our Prosperity Attorney’s. You can call us, reach out by email, or you can fill out our client intake form by following the link below. We look forward to serving you.