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 our Client Intake Form. Once received, a member of our staff will review it and start the process of creating you as a client. They will reach out to you to invoice you and schedule your appointment with the attorney.