- Avoid or minimize probate
- Appoint Guardian(s) and Executor(s)
- Ensure your health care wishes are in writing and enforceable
- Dictate agents in the event of your incapacity
- Provide safeguards and restrictions for the distribution of your estate
Review your completed Snapshot and tailor the estate plan to your individual needs and desires. This meeting takes place at your home, at the convenience of your schedule.
- Summary of Estate Planning Provisions
- Joint Revocable Trust
- Individual Wills
- Individual Financial Power of Attorneys
- Individual Health Care Power of Attorneys
- Individual Living Wills
- Asset Transfer Instructions
- Preparation and recording of one deed
- 3 sets of all documents to provide for backups in the event of an emergency
- Well-organized and trouble-free signing process
- All documents will be explained and organized
- This meeting also takes place at your home, at the convenience of your schedule
$1,800 for an individual and $2,500 for a married couple
Schedule a consultation HERE!
Please note that all meetings will occur either on Zoom or through a phone conference until the stay home order is lifted.