Online Planning

Don’t try this at home, we are the experts!

Four steps to your Estate Plan

Protect your estate, protect your legacy. Start your estate plan online with us. With over 30+ years of experience we will personalize all aspects of your Last Will or Living Trust.

You are just 4 easy steps from protecting your family.

Step 1:

Review the Welcome Package

Review Document

Step 2:

Complete the Planning Worksheet

Complete Document

Step 3:

Select the Plan that best fits you.

* These fees do not include Notary fees or recording fees.

Plan 1

Cost: $1950

Revocable Living Trust based Estate Plan for a married couple.

Includes:

  • Revocable Living Trust
  • Certificate of Trust
  • Pour Over Wills for each
  • Durable Powers of Attorney for each
  • Advanced Healthcare Directives for each
  • HIPPA Authorizations for each
  • Community Property Agreement
  • Funding instructions
  • Real property transfer deed (2 max.)
  • Account transfer letters

Plan 2

Cost: $1000

Will based plan (estates with no real property and under $150.000 in assets)

Includes:

  • Wills for each
  • Durable Powers of Attorney for each
  • Advanced Healthcare Directives for each
  • HIPPA Authorizations for each

Plan 3

Deduction: $250

Select either a Trust based or Will based plan for a single person.

  • Deduct $250.00 from the Plan 1 or Plan 2 fees
  • These fees do not include Notary fees or recording fees.
  • Fees do not include business succession planning, Charitable Giving Plans, Special needs Planning or Irrevocable Trusts.

Step 4:

Email the worksheet to me with your choice of plan.

Let me know if you would like a call and what time would be best for you. Or we can work through email. [email protected]
We will set up an online remote initial meeting to go over the worksheet, answer all your questions and set out the details for your plan.  I will then ask for a credit card for the fee, or send you a link to pay online.

I will create the preliminary documents and email them to you to review. If all looks correct, I will create the final documents, print them out and put them in a binder with tabs and instructions for signing and notary. I will Fed Ex the binder to you.

Caution:

The documents do need to be signed and notarized per the instructions. They are of no value until you take that step. Deeds will need to be recorded and accounts changed to the name of the trust. You will have the documents to do all of that but you will have to do the “leg” work.