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ESTATE PLANNING PACKAGES
Individual Will
Couples Will
Individual Living Trust
Couples Living Trust
SELF PREPARED
$295.00
$495.00
$795.00
$995.00
ATTORNEY REVIEWED
$495.00
$695.00
$995.00
$1,295.00
ATTORNEY PREPARED
$695.00
$895.00
$1,295.00
$1,495.00
Complete Trust Package includes:
  1. Revocable Trust
  2. Trust Synopsis (in plain English not legalese)
  3. Pour-over Will(s)
  4. Certification of Trust
  5. Durable Power of Attorney for Business Affairs
  6. Health Care Proxy
  7. Form Letter with Instructions for Distribution of Personal Property
  8. Declaration of Community Property (where appropriate)
  9. Instructions for transferring assets to Revocable Trust
  10. Burial Instructions
  11. 30 Minute consultation with Estate Planning Attorney
Will Package includes:
  1. Wills
  2. Durable Power of Attorney for Business Affairs
  3. Health Care Proxy
  4. Form Letter with Instructions for Distribution of Personal Property
  5. Summary cover letter explaining documents
  6. Burial Instructions
  7. 30 Minute consultation with Estate Planning Attorney
Custom Binding Service Fee

$99.00
Protect and store your valuable estate planning documents in our attractive binder. When you purchase our Custom Binding services we will:
  • Print (2) copies of your estate planning documents
  • Organize your documents using our custom tabs
  • Insert the documents into the Estate Planning binder
  • And ship directly to your home



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