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Services
Packaged solutions to meet your specific needs
* Packages cannot be combined. Prices may vary depending on circumstances.
** Complete Estate Planning packages start at $3,500 and varies according to each persons estate planning wishes and complexity of circumstances.
Special: College Safeguard Plan
Our College Safeguard Plan includes:
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Durable Power of Attorney
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HIPAA Authorization
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Advanced Health Care Directive
ONLY
$150
A Basic Will Package Includes:
College Safeguard Plan FAQs
Once your child turns 18, health care providers may be limited in what medical information they can share with you—even though you are their parent. A HIPAA Authorization allows your child to give you, or another trusted person, permission to receive and discuss their medical information with doctors and other health care providers. This can be especially important during an illness or emergency when you need information to understand what is happening and help your child.
Once your child turns 18, you generally no longer have automatic authority to make health care decisions for them. An Advance Health Care Directive allows your child to choose someone they trust—often a parent—to make medical decisions on their behalf if they are unable to make or communicate those decisions themselves. Without one, you may not have the legal authority to step in during a medical emergency when your child needs you most.
Once your child turns 18, you generally no longer have automatic authority to handle financial or legal matters for them. A Durable Power of Attorney allows your child to authorize you—or another trusted person—to step in when needed to handle banking issues, pay bills, manage leases, sign documents, and address other financial or legal matters. Without one, you may be unable to act on your child’s behalf and, in certain circumstances, may need to seek court authority to help.
Basic Will
Basic Trust
A Basic Trust Package Includes:
This is a legal document that provides instructions to a probate court as to how you would like your assets distributed upon your death. With you Last Will & Testament, you nominate a Personal Representative (also known as an Executor) of your estate, who will be in charge of taking care of the entire probate process. The Executor, along with a probate attorney, will inventory your probate assets, settle outstanding debts and make any property distributions. Your Last Will & Testament plays another crucial role; it nominates a guardian for your minor children in the event you (and your spouse) become incapacitated or pass away.
This is a legal document that gives your named agent the authority to pay bills, manage investments, file tax returns, mortgage and sell real estate, make financial decisions and address other financial matters on your behalf. You can give your agent the authority to make financial decisions for you immediately (upon signing the DPA) or in the event you are determined incapacitated by a licensed physician. Either way, the powers that are delegated to your agent do not terminate upon you becoming disabled or incapacitated.
This is a legal document that shares your wishes regarding end of life care in the event you in a persistent vegetative state, in a coma or if you have suffered significant and irreversible brain damage, with no reasonable expectation of improvement.
A Complete Estate Planning Package Includes:
This is a legal entity that is created to hold ownership of an individual’s property and assets. Below are some things that a Revocable Living Trust (RLT) can do:
Bypass Probate - Property in a RLT does not pass through probate. Property that passes using a will guarantees the probate process; a costly and time consuming process which can take years to resolve
Avoid Conservatorship and Guardian Proceedings - a RLT allows you to authorize your partner, spouse, child or another trusted individual to manage your assets should you become incapacitated and unable to manage your own affairs. Will only become effective when you die, so they are useless in avoiding conservatorship and guardianship proceedings during your life.
Maintain Privacy After Death - Unlike wills, trust are not public documents. Anyone, including nosey neighbors, unscrupulous “charities” and predators can discover the details of your estate if you have a will. A RLT allows you to maintain your family’s privacy after death.
Provide Asset Protection: Trusts are crafted to include protective sub-trusts which allow your beneficiaries access but keep the assets from being seized by their creditors, such as litigant, bankruptcy trustees or divorcing spouses.
This is a legal document used to transfer property into a living trust to take advantage of the trust’s benefits.
This is a legal document which instructs the probate court to transfer any remaining probate assets directly into your previously established Revocable Living Trust in the event of your death. Similar to a Last Will & Testament, a Pour Over Will appoints an Executor of your estate, who takes care of the entire probate process and makes sure that any valid outstanding debts are settled accordingly. A Pour Over Will is also a proper legal document to name a guardian for your minor children.
This is a legal document that confirms specific information about your Revocable Living Trust (RLT), so that you don't have to carry around your original trust documents every time you want to take action as a Trustee.
Complete Trust
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