Estate Planning Package

Estate Planning Package


This Estate Planning package is everything you need to start and complete your Estate Plan. This process does include consultations to determine your assets and your estate transfer wishes. Credit cards are accepted and payment plans are available.

  1. Will - a legal document that states your final wishes regarding your estate.

  2. Trust - a legal document that transfers your personal and/or real property (real estate) outside of the court system (probate) to people you designate upon your death.

  3. Power of Attorney for Healthcare -  a legal document where you give someone legal authority to make decisions for you when you cannot make them for yourself.

  4. Advance Healthcare Directive - a legal document where you determine what healthcare actions should be taken for you when you are no longer able to make decisions for yourself due to illness or mental incapacity.

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