Find out what is included in our estate plan packages.
The first step in creating your estate plan is to answer a series of questions. These questions will give our attorneys the information they need to make a document recommendation. The attorney will recommend either a Will Package or a Trust Package based on the answers given.
Will Package Per Person
The Will Package includes:
- Last Will and Testament
- Financial Power of Attorney(s)
- Healthcare Power of Attorney(s)
- Attorney assigned to file
- Printed documents with Binder and Tabs
- Cloud Storing and Sharing
Trust Package Single/Married/Married Separate
The Trust Package includes:
- Revocable Living Trust
- Certification of Trust
- Pour-Over Wills
- Comprehensive Transfer Document
- Community Property Agreement (if applicable)
- Schedule of Assets
- Financial Power of Attorney(s)
- Healthcare Power of Attorney(s)
- Attorney assigned to file
- Printed documents with Binder and Tabs
- Cloud Storing/Sharing