Professional Estate Planning
You’ve worked hard to build your career, support your family, and secure your future. Our Professional Estate Planning service is designed to safeguard your assets, guide your wishes, and provide peace of mind—whether you’re a public safety professional, business owner, or community leader.
– Professional Estate Plan –
$0
{ $0 upfront and $0 after completion }
What You Will Get
Our Professional Estate Plan is built to meet the needs of high-responsibility individuals, including public safety professionals, business owners, and executives. Your plan includes a Revocable Living Trust, Will, Advanced Medical Directives, HIPAA Authorizations, Power of Attorney, and additional provisions for business interests, real estate holdings, or complex asset structures. We also address specific concerns like guardianship for children or care instructions for dependents.
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.