More Info on Estate Planning

Our Will Package for a single person or couple (one set for each spouse) includes:

  • Last Will and Testament
  • Durable Power of Attorney
  • Health Care Directive
  • A Personalized Letter of Instruction on Repositioning of Assets
  • Organ Donation
  • Personal Property Statement
  • A Personalized List of Assets
  • A Customized Portfolio of the Completed Estate Plan

The purpose of a stock market is to facilitate the exchange of securities between buyers and sellers, reducing the risks of investing.

Planning for the estate with assets under $1 Million with built in protections and to avoid probate. Our Revocable Living Trust Package for a single person or couple (one set for each spouse) includes:

  • Pour Over Last Will and Testament
  • Revocable Living Trust Agreement
  • Certificate of Revocable Trust
  • Personal Property Statement
  • Durable Power of Attorney
  • A Personalized Letter of Instruction on Repositioning of Assets and Funding the Revocable Living Trust
  • Health Care Directive
  • Organ Donation
  • Assignment of Personal Property
  • Deed (1)
  • A Personalized List of Assets
  • A Customized Portfolio of the Completed Estate Plan

Planning for the estate with assets from $1 Million to $3 Million with built in protections, avoiding probate, and eliminating estate taxes. Our Revocable Living Trust Package with Generation Skipping for a single person or couple (one set for each spouse) includes:

  • Pour Over Last Will and Testament
  • Revocable Living Trust Agreement
  • Certificate of Revocable Trust
  • rrevocable Trust Agreement
  • Certificate of Irrevocable Trust Agreement
  • Personal Property Statement
  • A Customized Portfolio of the Completed Estate Plan
  • Durable Power of Attorney
  • Health Care Directive
  • Organ Donation
  • Assignment of Personal Property
  • Deed (1)
  • A Personalized List of Assets
  • A Personalized Letter of Instruction on Repositioning of Assets and Funding the Revocable Living Trust

Helpful Estate Planning Resources

These links will lead you to articles and forms regarding Estate Planning. 

American Bar Association

AARP

Suse Orman

Consumer Reports

Estate Planning.com

NOLO