Estate planning is an important step in protecting your family and assets. Choosing the right structure depends on your goals and the complexity of your estate.
Basic Will Package
The Basic Package includes:
- General Power of Attorney
- Health Care Power of Attorney
- Last Will & Testament
Prices start at $1,000 and may increase depending on complexity.
Trust Package
The Trust Package includes:
- General Power of Attorney
- Health Care Power of Attorney
- Trust Agreement
- Pour-over Will
- Certification of Trust
- Deed for primary residence
Trust planning may provide additional structure depending on your long-term objectives.
Estate Planning Discount Opportunity
Clients who complete a real estate closing and schedule an initial consultation within 30 days of closing receive a 10% discount on estate planning services.
Not Sure Which Package Is Right for You?
Schedule a consultation and we’ll walk you through the pros and cons of each option.
