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
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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.
