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 Overview Document

Review Document

Step 2:

Complete the following worksheet

Complete Document

Step 3:

Select the Plan that best fits you.

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

Plan 1

$1,950

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

$1,000

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

$250/Deduction

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]

I will email you an invoice you can pay online.

When your payment is in 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.

Want to meet with me to discuss your situation? Contact us today!

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