Perfect Estate Plan - MOST POPULAR
$4,475.
A well-crafted estate plan designed to help families reduce unnecessary probate exposure, depending on their circumstances and proper trust funding.
- ✓ Revocable Living Trust
- ✓ Pour-Over Will
- ✓ Durable Power of Attorney
- ✓ Advance Health Care Directive
- ✓ Assignment of Property
- ✓ Estate Planning Binder with Original Notarized Documents
- ✓ In-Office or Virtual Meeting with Attorney + Notary
- ✓ Unlimited Lifetime Calls for Estate Plan Questions
- ✓ 1 Deed Prepared and Recorded ($100 each additional)
Request a ConsultationPerfect Estate Plan + More
$6,450.
Everything from Perfect Estate Plan, plus more deeds, more consults, and more updates to your documents later.
- ✓ Up to 5 Quitclaim Deeds Recorded and up to 5 business interests assigned to the Trust
- ✓ Two, One-hour Phone Consults Per Year to Review your Plan
- ✓ Unlimited Updates and/or Restatements for One Year.
Request a ConsultationPerfect Estate Plan + Much More
$9,650 or more*
*Price will be determined based on the client's specific needs at the time of appointment.
Everything from previous plans plus lifetime amendments and real estate representation.
- ✓ Up to 10 Quitclaim Deeds Prepared and Recorded ($100 for each additional)
- ✓ Two, One-hour Phone Consults Per Year
- ✓ Unlimited Updates and/or Restatements to Your Estate Plan for 3 years
- ✓ Deed Drafting and Funding into Trust of any new property you acquire within 3 years
Included here are Dynasty Trusts and other high net worth asset protection and tax strategies if needed.
Request a Consultation