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Our basic estate planning package (for single or couples) includes:

  • Review of all existing wills and trusts (if any)

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  • Wills for each spouse

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  • Power of attorney for each spouse

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  • Advanced medical directive for each spouse

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  • Living/revocable trust for the family

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  • Estimated estate taxes

  • Estimated income taxes due at death

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  • Several specific recommendations for minimizing those taxes

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  • Drafting deeds to transfer your properties into the trust

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  • Assistance in changing beneficiaries, recommendations for how to title properties, etc.

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  • Unlimited (within reason) follow-up texts/emails/phone calls to discuss updates and other things related to estate planning

Vertical File Cabinet

All in One Place

Everything in Order

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