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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
BONUS - Advance Health Care Directives and Powers of Attorney for Young Adult Children (if needed)
BONUS – Free Estate Administration “Roadmap” call for Executors in the Future ($350 value)

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