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The Advanced Trust
Package

$1500

  • 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