Flat Rate Services
Proactively completing a comprehensive estate plan is one of the greatest gifts you can give your loved ones. You will provide peace of mind knowing that your estate settlement will be greatly simplified and estate administration costs lessened or eliminated depending on the estate planning tool you choose to use – a Will or a Trust.
Simple Will Portfolio
$1,305Flat Fee
- ···Durable Power of Attorney···Medical Power of Attorney···HIPAA Release···Medical Directive···Declaration of Guardian in Advance···Basic Will···Notary Services···Updates/Hourly Rate
Simple Trust Portfolio
$3,245Flat Fee
- ···Durable Power of Attorney···Medical Power of Attorney···HIPAA Release···Medical Directive···Declaration of Guardian in Advance···Trust-Based Will···Trust···Deed Recording for 1 Property···Notary Services···:30 Minute Review Session···Updates/Hourly Rate
Popular
Comprehensive Trust Portfolio
$6,538Flat Fee
- 1/Hr Planning Session···Durable Power of Attorney···Medical Power of Attorney···HIPAA Release···Medical Directive···Declaration of Guardian in Advance···Trust-Based Will···Trust···Deed Recording for 1 Property···Notary Services···1:1 Trust Education Sessions w/ Attny···Digital Document Locker···* 1 Annual Plan Review & 12 Mo. of FREE Updates···Monthly Legal Education
Lifetime Lawyer Portfolio
$9,970Flat Fee
- 1/Hr Planning Session···Durable Power of Attorney···Medical Power of Attorney···HIPAA Release···Medical Directive···Declaration of Guardian in Advance···Trust-Based Will···Trust···Deed Search···Deed Recording···Notary Services···1:1 Trust Education Session w/ Attny···Digital Document Locker···Monthly Legal Education···**FREE LIFETIME Annual Plan Review & Plan Updates
*12 Months of estate planning attorney support and counseling included at no additional charge. Phone, email and amendment support at no additional fee within 12 months of original document execution. Includes one written estate plan review.
**Lifetime estate planning attorney support and counseling included at no additional charge. Phone, email and amendment support at no addition fee during your lifetime. Includes annual, written plan reviews.
What’s Included In Your Annual Review?
Our two most popular plans, Comprehensive Trust Portfolio and Lifetime Lawyer, come with an annual written review of your estate plan. Too often a completed estate plan is placed on a shelf and forgotten about until it is too late. Annually reviewing your estate plan ensures that it is compliant with all law updates, and most importantly it makes sure that your specifications like beneficiaries, power of attorney and asset distributions are perfectly in line with your CURRENT wishes.
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Annual Review Contents:
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Estate Tax Update
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Client Asset Report
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Financial Update
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Beneficiary Review
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Agent Review
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