INTRODUCTION AND SERVICE LEVELS

 

We offer three different levels of service for our estate planning clients:
Express (self-prepared), attorney-reviewed, and attorney-prepared. Choose the level of service suitable for your particular needs.

EXPRESS (Self-Prepared):  You register online, choose your estate planning product, complete the comprehensive online interview and enter the data, and then generate your own documents.

Attorney-Reviewed:  Once you have completed the interview and entered the data, our attorney will review the documents you generated to ensure that there are no unexpected issues and that the documents are legally sound.

Attorney-Prepared:  The majority of our clients select this option. We can proceed in the traditional manner, with an initial in-person consultation and an in-person interview (both of which can be done "virtually" from the comfort of your own home or office), after which our attorney will analyze your wishes and needs and then draft and generate the appropriate plan for you.  Or we can proceed online; you register and complete the interview and data entry online, after which our attorney will analyze your wishes and needs and generate the appropriate plan for you. The advantage of beginning the process online is that it accelerates how quickly we can complete the process for you, and minimizes the inconveniences and number of times you need to travel to our office.

ABOUT OUR ESTATE PLAN DOCUMENTS

Many people obtain wills and living trusts from online, cookie-cutter websites which basically just "fill-in-the-blanks" in generic documents. Our estate plan documents are state-specific, with customized to your particular situation, and you have the opportunity to request that an attorney review and/or draft your estate plan to ensure that it will satisfy your family's needs. Additionally, we can provide you with detailed instructions on how to "fund" your trust and transfer your assets to your trust, and we can assist you in that process. Our goal is to help you complete the process to ensure that your new estate plan really is properly set up and effective, preserving your estate and protecting your loved ones in accordance with your wishes.

WILL

 

WILL ESTATE PLAN

Includes your Last Will & Testament and supporting documents, including a General (Durable) Power of Attorney and Advance Health Care Directive.

WILL ONLY

Includes your Last Will & Testament only.

LIVING TRUST

LIVING TRUST ESTATE PLAN

Includes your Living Trust and supporting documents, including the Declaration of Trust, Certification of Trust, Community Property Agreement (if applicable), Assignment of Property, Pour-Over Will, General (Durable) Power of Attorney and Advance Health Care Directive.

LIVING TRUST ONLY

Includes your Living Trust and Certification of Trust Only.

POWER OF ATTORNEY

 

POWER OF ATTORNEY FOR FINANCIAL/BUSINESS AFFAIRS

Includes your General (Durable) Power of Attorney and any supporting documents.

HEALTH CARE DIRECTIVE

 

HEALTH CARE DIRECTIVE

Includes your Advance Health Care Directive and any supporting documents.

Single

Individual

$249

$499

$749

Married

Couple

$429

$849

$1,249

Non-Traditional

Couple

$479

$999

$1,449

Single

Individual

$149

$299

$449

Married

Couple

$249

$499

$749

Non-Traditional

Couple

$299

$599

$899

Single

Individual

$999

$1,999

$2,999

Married

Couple

$1,199

$2,399

$3,499

Non-Traditional

Couple

$1,299

$2,499

$3,699

Single

Individual

$899

$1,799

$2,699

Married

Couple

$999

$1,999

$2,999

Non-Traditional

Couple

$1,099

$2,199

$3,199

Single

Individual

$49

$99

$149

Married

Couple

$89

$169

$249

Non-Traditional

Couple

$89

$169

$249

Single

Individual

$49

$99

$149

Married

Couple

$89

$169

$249

Non-Traditional

Couple

$89

$169

$249

Express (Self-Prepared)

Attorney-Reviewed

Attorney-Prepared

Express (Self-Prepared)

Attorney-Reviewed

Attorney-Prepared

Express (Self-Prepared)

Attorney-Reviewed

Attorney-Prepared

Express (Self-Prepared)

Attorney-Reviewed

Attorney-Prepared

Express (Self-Prepared)

Attorney-Reviewed

Attorney-Prepared

Express (Self-Prepared)

Attorney-Reviewed

Attorney-Prepared