Individual Estate Planning
Life can be unpredictable, but your future doesn’t have to be. Our individual estate planning services empower you to protect your assets, express your wishes, and ensure the people you care about are taken care of—without legal stress or confusion.
– Individual Estate Plan –
$1770
{ $885 upfront and $885 after completion }
What You Will Get
Your estate plan includes a Revocable Living Trust, Will, Advanced Medical Directives, HIPPA Authorizations, Power of Attorney documents and any specific areas where you may need to articulate your wishes (ex: guardianship and Structured Trust for minor children).
Process
Getting Started
Click get started to create your account. Once your account is created, we’ll verify your eligibility and then send you the necessary forms via email.
We will hop on a Zoom design meeting to discuss any questions you may have about the Worksheet when you’ve completed what you can.
Once the documents are prepared, you will meet with a notary to complete the signing. This is when final payment will be due. I will discuss any additional costs with you if they should arise before you incur the additional expense. I do not anticipate any change to the cost.