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Estate Planning Packages

 While it is customary to describe an estate plan as a list of documents, in choosing an attorney you are not just “buying paper.” When you retain an Estate Planning Attorney you are choosing the counselor who will craft a plan that your family must live with after you are gone, you are choosing the advisor upon whom your loved ones will depend at their most difficult times, and you are creating a relationship with your attorney that should last for life. 

  

Our Comprehensive Estate Plan typically includes:

  • Trust 
  • Will
  • Power of Attorney
  • Health Care Directive
  • Transfer of Deeds
  • General Assignment of Personal Property
  • Instructions Upon Death
  • Instructions for Transfer of Assets
  • Organizational Binder
  • One Year of Estate Planning Maintenance Program
  • Lifetime Peach of Mind Meetings

 

Personalized service with our estate planning team so that all questions are answered and help is provided, with no additional cost. Our attorneys explore your unique concerns to craft a solution that addresses them. This personalized service ensures that your estate planning, maintenance, and administration is always handled in a caring, efficient, cost effective manner.


Thoughtful incapacity planning to ensure that you are protected in the event you are unable to manage your affairs for any period of time (incapacity is a major risk for everyone, regardless of age).


A Revocable Living Trust Agreement, which eliminates probate and the need for conservatorship proceedings regarding all assets transferred into the trust. This trust directs the disposition of your assets to your chosen beneficiaries.


For married couples who want to minimize estate tax or provide asset protection to each other, our carefully drafted Tax Credit Shelter Trusts can do more than just meet the minimum legal requirements to reduce tax; we can build a fortress that protects your children and spouse from lawsuits and unintentional disinheritance (this can happen in remarriages).


Beneficiary distribution planning to ensure that your assets are protected for your children. For clients who seek to maximize protection, we can craft trust solutions that preserve assets for generations.


Wills that ensure that all property is transferred to the chosen beneficiaries, even if an asset is not transferred to your revocable living trust during lifetime and designation of guardians for your children.


Comprehensive Attorney-drafted and Statutory Durable Powers of Attorney, that allow your spouse/partner or another trusted person to sign documents and handle financial matters for you. This document is particularly helpful if mental disability prevents you from managing your own affairs.


Advance health care directive(s), which give directions to physicians and family members regarding continuation of life support systems and other medical treatment preferences.

All documents necessary to fund your trust to protect your real estate and personal assets. 

Instructions necessary for your family, trustees, and you to be able properly fulfill the directives of the trust. 


Your three-ring Family Protection Plan Binder contains copies of all of your planning documents as well as informational documents and forms which can be completed regarding where assets are located, wishes for memorial services, and any other information which you consider to be pertinent. Your Binder is information central should your family face a crisis. 


Up to one year of membership in our Estate Planning Maintenance Program. This innovative program provides legal and personal updates, at no additional fee, on a regular basis, unlimited access to “your law office” for questions or help regarding your plan, and additional funding assistance for assets acquired after the completion of your estate plan.


Lifetime Peace of Mind Meetings. Any time you experience a major life event or feel the need to talk to an Attorney about a major and unexpected issue, you can call us and schedule a Peace of Mind meeting at no charge. For life.

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