Basic Estate Planning Package

Our comprehensive package includes the essential documents every family should have in place to protect their assets, loved ones, and legacy:

  1. Revocable Living Trust
    Provides legal protection for your assets, ensures they are distributed according to your wishes, and can save time, reduce paperwork, and in some cases, minimize estate or inheritance taxes.
  2. Short-Form Trust Agreement
    Used to fund your Trust with financial accounts such as checking, savings, and brokerage accounts.
  3. Last Will and Testament
    A legally enforceable declaration of how your property should be distributed after death. Note: A Will does not avoid probate.
  4. General Durable Power of Attorney (POA)
    Authorizes your chosen agent to handle financial and legal matters on your behalf. This authority can be revoked by you at any time while you remain competent.
  5. Healthcare Power of Attorney & Living Will
    Allows you to designate someone (typically a spouse or family member) to make healthcare decisions if you are incapacitated, and to express your wishes regarding end-of-life care.
  6. Assignment of Tangible Personal Property
    Ensures your personal property (such as jewelry, furniture, and keepsakes) is properly transferred into your Trust.
  7. Funding Guide
    A step-by-step guide to help you correctly transfer assets into your Trust.
  8. Estate Settlement Handbook
    A step-by-step guide to assist your loved ones in settling your estate with clarity and confidence.