Comprehensive Estate Planning Package

1. Attorney consultation 

2. Revocable Living Trust 

3. Pour-over Will(s) 

4. Trust Certification 

5. Durable Power of Attorney

6. Advance Healthcare Directive with Funeral Instructions

7. HIPAA Authorization

8. Assignment of Property

9. Personal Property Addendum

10. Nomination of Guardian for Minors

11. Deed transfer for one property into trust. County recording fees not included

12. County Preliminary Change of Ownership report for the recorded deed

13. Witnessing and Notarization

14. Scanned copies of all documents

Estate plan for unmarried individual:

• Trust Package $1000+

Estate plan for married couple:

• Joint Revocable Trust Package $1500+ (several packages with different pricing will be presented for your choice during consultation)

*Price subject to change