- 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
Initial Consultation
Review your completed Snapshot and tailor the estate plan to your individual needs and desires. This meeting takes place via Zoom or phone call. You can schedule an appointment HERE!
Included Documents
- 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
Signing Ceremony
- Well-organized and trouble-free signing process
- All documents will be explained and organized
- We will retain electronic copies of your signed documents
$1,950 for an individual and $2,950 for a married couple
Schedule a consultation HERE!
