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The Essentials Package

$350

  • This foundational package covers the core documents every adult should have in place—because life can change in an instant. It includes a Healthcare Power of Attorney and Advance Directive to ensure your medical wishes are honored and the right person is making decisions if you can't. We also include a HIPAA Disclosure so your loved ones can access important health information when it matters most. Plus, a Financial Power of Attorney to give someone you trust the ability to handle financial matters on your behalf. "The Essentials" gives you and your family peace of mind, knowing you're prepared for the unexpected.

    • Healthcare Power of Attorney

    • Advance Directive (Living Will)

    • HIPAA Disclosure

    • Financial Power of Attorney

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The Will
Package

$850

  • A thoughtful, straightforward plan for those who want to ensure their wishes are clearly documented. The Will package includes a Last Will & Testament to outline how your assets should be distributed and who should care for any minor children. It also comes with the same essential health and financial documents as our other plans: a Healthcare Power of Attorney and Advance Directive with HIPAA Disclosure, plus a Financial Power of Attorney. This package offers clarity and peace of mind—an important step for anyone who wants to make things easier for the people they love.

    • Last Will & Testament

    • Healthcare Power of Attorney

    • Advance Directive (Living Will)

    • HIPAA Disclosure

    • Financial Power of Attorney

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The Basic Trust
Package

$1500

  • For those who want a more complete plan that helps avoid probate and keeps things simple for their loved ones, The Basic Trust offers an approachable, well-rounded solution. It includes a Simple Revocable Trust—a flexible way to manage and distribute your assets according to your wishes—along with a Trust Certification and Pour-Over Will to ensure everything is legally aligned. You’ll also receive essential healthcare and financial documents: a Healthcare Power of Attorney, Advance Directive with HIPAA Disclosure, and Financial Power of Attorney. It’s a smart step for anyone looking to protect their legacy while keeping control and reducing future burdens on family.

    • Simple Revocable Trust

    • Pour-Over Will

    • Trust Certification

    • Healthcare Power of Attorney

    • Advance Directive (Living Will)

    • HIPAA Disclosure

    • Financial Power of Attorney

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The Advanced Trust
Package

$2200

  • For those with more complex estates or long-term planning goals, The Advanced Trust offers enhanced protection, flexibility, and strategic tax advantages. This package includes an Enhanced Revocable Trust with features like a Credit Shelter Trust for tax planning, expanded powers of appointment for greater control, and the ability to appoint a Trust Protector to provide added oversight. You’ll also receive a Pour-Over Will, along with our full suite of essential documents: a Healthcare Power of Attorney, Advance Directive with HIPAA Disclosure, and Financial Power of Attorney. Designed for individuals and families who want to plan with foresight and confidence, The Advanced Trust provides a deeper level of estate planning support.

    • Enhanced Revocable Trust

    • Credit Shelter Trust

    • Expanded Power of Appointment

    • Option to Add a Trust Protector

    • Pour-Over Will

    • Healthcare Power of Attorney

    • Advance Directive (Living Will)

    • HIPAA Disclosure

    • Financial Power of Attorney

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