THE ESSENTIAL PACKAGE
$99
A plan that details your wishes, including distribution of your assets, instructions for guardianship of children (if applicable), and other important matters.
THE LEGACY PACKAGE
$399
A plan to transfer your assets effectively, prevent your loved ones from paying excessive taxes or waiting for property transfers, and avoid probate.
THE ULTIMATE PACKAGE
$1099
A comprehensive estate plan that includes a will and trust creation to cover all your future needs, protect your loved ones and properly distribute your assets.
THE ESSENTIAL PACKAGE (COUPLE)
$246
A plan that details your wishes, including distribution of your assets, instructions for guardianship of children (if applicable), and other important matters.
THE LEGACY PACKAGE (COUPLE)
$246
A plan to transfer your assets effectively, prevent your loved ones from paying excessive taxes or waiting for property transfers, and avoid probate.
THE ULTIMATE PACKAGE (COUPLE)
$246
A comprehensive estate plan that includes a will and trust creation to cover all your future needs, protect your loved ones and properly distribute your assets.
What’s Included? | THE ESSENTIAL PACKAGE | THE LEGACY PACKAGE | THE ULTIMATE PACKAGE |
|---|---|---|---|
| Plan for your estate and inheritance taxes |  | | |
| Create a living trust | | | |
| Prepare special needs trusts | | | |
| Provide trusted supervisions for minor children and young adults | | | |
| Plan for your children’s inheritance protection | | | |
| Plan a business succession and any charitable contributions | | | |
| Create a last will and testament | | | |
| Choose a medical power of attorney | | | |
| Choose a financial power of attorney | | | |
| Designate a guardian for your children | | | |
| Create pour-over wills | |
THE ESSENTIAL PACKAGE
$123
A plan that details your wishes, including distribution of your assets, instructions for guardianship of children (if applicable), and other important matters.
What’s Included?
Plan for your estate and inheritance taxes
Prepare special needs trusts
Provide trusted supervisions for minor children and young adults
Plan a business succession and any charitable contributions
Create a living trust
Prepare for nursing home care and healthcare
Plan for your children’s inheritance protection
THE LEGACY PACKAGE
$123
A plan to transfer your assets effectively, prevent your loved ones from paying excessive taxes or waiting for property transfers, and avoid probate.
What’s Included?
Create a last will and testament
Choose a financial power of attorney
Choose a medical power of attorney
Designate a guardian for your children
THE ULTIMATE PACKAGE
$123
A comprehensive estate plan that includes a will and trust creation to cover all your future needs, protect your loved ones and properly distribute your assets.
What’s Included?
Plan for your estate and inheritance taxes
Prepare special needs trusts
Provide trusted supervisions for minor children and young adults
Plan a business succession and any charitable contributions
Choose a medical power of attorney
Designate a guardian for your children
Create a living trust
Prepare for nursing home care and healthcare
Plan for your children’s inheritance protection
Create a last will and testament
Choose a financial power of attorney
Create pour-over wills
