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Our Packages

Basic Will Revocable
Living Trust
Revocable Living Trust with: - Lifetime Incapacity Protection for Self and Spouse - Lifetime Asset Protection Trusts for Children - Marital Trusts (if needed) - Bypass Trusts (if needed)
Last Will and Testament/
Pour-Over Will
Advance Health Care Directive
Health Care Directive Wallet Card
Durable Power of Attorney ✔ (1) ✔ (3) ✔ (3)
Personal Property Memorandum
Side Letter to Trustees
Pet Memo
Life Care Wishes
Funeral Wishes
Beneficiary Designation Instructions
USB Flash Drives Containing Copies of all Documents ✔ 2 ✔ 2+
Folder Containing all Originals and One Set of Copies
Binder Containing all Originals
Fireproof Bag to Safeguard Original Legal Documents
BONUS – Advance Health Care Directives for Young Adult Children (if needed)

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