Estate Planning Services
Simple Will
Included Legal Documents:
Last Will and Testament Attorney Review and Approval of Documents Emails, phone or zoom consultations with Firm attorney to answer questions Document delivery: Delivery of personalized document Supplemental documents: Signature instructions Next step instructions |
Will Plan
Included Legal Documents:
Last Will and Testament Powers of Attorney (Health Care) Powers of Attorney (Property) Attorney Consultations: Attorney phone consultation and emails with an attorney to answer your questions. Document delivery: Home delivery of personalized documents printed on bond paper. Supplemental documents: Signature instructions Next step instructions |
Trust Plan
Included Legal Documents:
Living Trust Last Will and Testament Powers of Attorney (Health Care) Powers of Attorney (Property) Certification of Trust Assignment of Personal Property Deed in Trust Attorney Consultations: Attorney phone and personal consultations (if within reasonable distance from Firm) and emails to answer questions and discuss concerns. Document delivery: Home delivery of personalized documents printed on bond paper. Supplemental documents: Next step instructions Trust funding instructions |
Note: We try hard to honor this fee schedule for all Firm clients, but we’ll need to review your specific circumstances and wishes prior to committing to a fee. No worries, we'll be sure we're on the same page about fees and project scope before getting started.
Note: If you fill out an online form and do not receive a response, please email [email protected] to ensure that the form was received.
Note: If you fill out an online form and do not receive a response, please email [email protected] to ensure that the form was received.