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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
Durable Power of Attorney ✔ (1) ✔ (3) ✔ (3)
Personal Property Memorandum
Side Letter to Trustees
Pet Memo
Life Care Wishes
Funeral Wishes
Beneficiary Designation Instructions
Digital PDF Copies of all Documents
Folder Containing all Originals
Faux Leather Portfolio Containing all Original Legal Documents
BONUS – Advance Health Care Directives for Young Adult Children (if needed)
BONUS – Free Estate Administration “Roadmap” call for Executors in the Future ($350 value)

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