Packages and Fees

This package is for families that do not have substantial, probatable assets, but that want to guarantee the well-being of their minor children, make sure that their healthcare wishes are followed, and ensure that their loved ones are able to access their assets if they become incapacitated.

This package includes:

  • Will
  • Advance Healthcare Directives
  • Durable Powers of Attorney
  • Minor Child Protection Plan
  • Bank, Brokerage, Insurance, and Retirement Inventory to update beneficiaries

Clients who choose this plan may also opt to include a testamentary trust to be formed at death for the purpose of protecting minor children or providing asset protection for their beneficiary’s inheritance.

This package is for families that want to keep their estates out of probate and to ensure that their asserts are transferred with the most flexibility, convenience, and ease possible – all in the privacy of our office.

This package includes:

  • Trust
  • Pour-over Will
  • Advance Healthcare Directives
  • Durable Powers of Attorney
  • Bank, Brokerage, Insurance, and Retirement Inventory to update beneficiaries

Clients who choose this plan may also opt to provide asset protection for their beneficiary’s inheritance.

You will handle all asset transfers into the trust, with our unlimited guidance and support.

This package includes everything in the Trust Legacy Plan, PLUS the comfort and convenience of having our office transfer your assets properly into your trust. This plan is appropriate for busy families who desire the greatest level of convenience and care.

This package includes:

  • Trust
  • Pour-over Will
  • Advance Healthcare Directives
  • Durable Powers of Attorney
  • Bank, Brokerage, Insurance, and Retirement Inventory to update beneficiaries

Clients who choose this plan may also opt to provide asset protection for their beneficiary’s inheritance.

PLUS, we will fully fund your trust for you!

This add-on plan is for parents who want to keep their minor kids out of the foster care system if something were to happen to both parents.

This package includes:

  • Nominations for both temporary and permanent guardians
  • Instruction letters to guardians and caregivers
  • Medical Power or Attorney for your minor kids
  • ID card for your wallet that lists your nominated guardians

*The Kids Protection Plan is automatically included in the Family Legacy Plan

This add-on plan is especially designed for parents of college-aged young adults who want to make sure that they would have the legal authority to make critical decisions for their child if anything were to happen to their young adult.

This package includes:

  • Durable Financial Power of Attorney
  • Advance Health Care Directive
  • HIPPA Authorization
  • FERPA Waiver
  • Letter to Student Affairs Office

ID card for your young adult’s wallet listing their designated patient advocates