Estate Plans Available

Everyone has a different situation and different needs. Estate plans are customized to meet your particular needs. Pricing is not based on the amount of your assets. We accept all major credit cards without additional fees. Listed below are are some of the most popular estate planning packages we provide:

Family Estate Planning Packages with Living Trust
Living Trust (also known as a Revocable Trust or Revocable Living Trust)
optional Supplemental Needs provisions for disabled people
Certification of Trust
Pour over Will
Durable Power of Attorney with optional Gift Rider
Living Will declaring health care wishes
Health Care Proxy naming one or more people to manage health care
Guardian Election for minor children in the event of parental disability
Real Estate Transfer to Living Trust
Asset Transfer to Living Trust

Estate Planning Packages with Last Will
Last Will and Testament
optional testamentary Supplemental Needs Trust for disabled people
Durable Power of Attorney with optional Gift Rider
Living Will declaring health care wishes
Health Care Proxy naming one or more people to manage health care
Guardian Election for minor children in the event of parental disability

Medicaid Trust Packages for Asset Preservation
Declaration of Medicaid Trust
Certification of Trust
IRS Registration
Transfer of Real Estate into Medicaid Trust
Asset Transfer into Medicaid Trust

Irrevocable Life Insurance Trust Packages for Estate Tax Reduction
Declaration of Life Insurance Trust
Certification of Life Insurance Trust
IRS Registration
Periodic Directives to Beneficiaries

Irrevocable Trust Packages for Charitable Giving
Declaration of Trust
Certification of Trust
IRS Registration
Asset Transfer to Trust