Estate Plan Plus (Couple)


Description

Put in place a comprehensive estate plan for you and your partner. This includes two wills, two powers of attorney, two two advanced health care directives and two living trusts, customized to your specific needs.


What is included?

  • Initial consultation to evaluate your needs
  • Prepare a first draft of the wills, living trust, power of attorney and advanced health care directives for each partner
  • Prepare transfer documents for up to 2 properties
  • Address your questions in relation to the estate planning documents
  • Prepare a final version of the estate planning documents
  • Proper execution of the documents

What is not included?

  • Filing and other administrative fees
  • Federal Estate Planning Services (Applies when net worth exceeds $5M (individuals) or $10M (couples)