Estate Planning Services

Trust-Based Estate Plan

Include Spousal Documents for an additional $299

Includes state-specific docs:

Revocable Living Trust

Schedule of Assets

Pour Over Will

HIPAA Authorization

Living Will

Power of Attorney

Certification of Trust

A Trust may be right for you if you own one or more properties, are expecting an inheritance, and/or have over $160,000 in assets.

With a Trust, you can do everything a Will can do, plus:

Avoid probate court

Have greater control over your asset distributions

Include Spousal documents for an additional $99

Includes state-specific docs:

Last Will & Testament

HIPAA Authorization

Living Will

Power of Attorney

A Will may be the right choice for you if you have minor children, are married, own a home, and/or own less than $160,000 in assets.

With a Will, you can:

Name guardians for your children and pets

Designate where you'd like your assets distributed

Detail your funeral and burial arrangements

Estate Planning Steps

Appointment Prep: You will receive the Estate Planning Appointment Guide to complete, so you are prepared for the first appointment.
Data Input Appointment: We will ask you questions and guide you through creating the basis of your estate plan.
Document Creation: Your estate planning package will be delivered electronically to be reviewed, signed, and notarized. In unique situations, you may want to speak with an attorney, and we can coordinate that discussion through our partners at Trust & Will for an added fee.
Execution and Funding: We will work with you to make sure your estate plan is executed and properly funded.