Estate Planning
Will & Estate Plan
Covers the basics, like who will be responsible for your children and what should happen to your assets after you're gone. You'll get the staples of an Estate Plan to specify health care wishes and final arrangements with customized and state specific documents that reflect your wishes. It includes Last Will and Testament, HIPAA Authorization, Living Will, Power of Attorney.
Individual Will $199
Couples Will $299
Trust & Asset Transfer
Your complete plan to protect and transfer your assets. A Trust prevents your loved ones from losing time and money in probate court. You'll create customized state specific documents to nominate guardians for your children, list your assets, and outline what should happen in a medical emergency. It will include Revocable Living Trust, Schedule of Assets, Certification of Trust, Last Will and Testament, Pour Over Will, HIPAA Authorization, Living Will, Power of Attorney.
Individual Trust $499
Couples Trust $599
Disclaimers
Keep in mind we are neither CPAs or Attorneys. We do not provide legal or tax advice. We are assisting only from a financial advisors position. We help you with answering common financial planning questions when preparing estate documents.