Estate &
Legacy Planning
Protect your family’s future
Estate planning decisions have far-reaching impact on the people, causes and organizations you care about most. We’ll help you evaluate all your assets and cover all the bases, so your plans are executed in the way you intended. That includes factoring in a will and trust. Our affiliate relationship with a trusted estate planning attorney allows us to affordably bring you the plan you need.
The Complete Will & Trust Package includes the following:
- Revocable Living Trust
- Certification of Trust
- Assignment of Personal Property
- Quit Claim Deed of Personal Residence
- Last Will and Testament “Pour-Over” Will
- Durable Power of Attorney for Finances
- Health Care Power of Attorney
- Burial and Final Instructions Worksheet
- Asset and Liability Worksheet
- Instructions for Successor Trustee
- Power of Attorney and Guardian (if applicable)
- Financial Audit and Recommendations (optional)
Call us today to see how we can help!
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