Estate Plan Plus (Single)


Description

Put in place a comprehensive estate plan. This includes a will, a power of attorney, an advanced health care directive and a living trust, customized to your specific needs.


What is included?

  • Initial consultation to evaluate your needs
  • Prepare a first draft of the will, living trust, power of attorney and advanced health care directive
  • 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)