Estate Planning
Most of us resist planning ahead for events that we prefer not to think about, such as death, incapacity, and catastrophic illness. But lack of advance planning can have devastating and expensive consequences for ourselves and our loved ones.
Your estate is composed of all your property, bank accounts, stocks & bonds, life insurance, retirement accounts, and personal property.
Estate planning is the creation of a plan for managing one's estate while alive and for distributing after death.
If you only have a Will, your estate will be settled in probate court. This procedure is expensive, time consuming, and a matter of public record.
Services Provided:
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Flat Rate Legal Services Offered
Trust Reinstatements
$1,100-$1,500 Individuals/Couples
Will & POA Finance/Health
$300-$500 Individuals/Couples*$100 Package Discount for more than one POA or Will.
Easy 4-Step Process
First Meeting
Your Designations and List of Assets are reviewed and compiled. Office and In-Home appointments are available weekdays, weekends and evenings via In-Person, Phone or Video Conferencing.Trust Review
Your Response Summary and Legal Documents are forwarded for your review and approval. All changes, questions, and clarifications are addressed and implemented at this time.Trust Delivery
The Living Trust Documents & Deed(s) are signed, dated, & notarized. The funding of the Trust is explained & initiated. Office & In-Home appointments are available weekdays, weekends and evenings.Get Started Here
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