Plans & Pricing
Learn more about our documents and how they can help protect your loved ones.
Our Plans
| Documents |
Will Plan |
Trust PlanRecommended |
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Last Will & Testament Specify your wishes for your possessions, loved ones, and legacy. |
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Advanced Healthcare Directives Leave directions for your healthcare and medical treatment. |
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Power of Attorney Assign someone to manage your financial and business matters. |
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Revocable Living Trust Manage and distribute your assets efficiently, bypassing probate while retaining control during your lifetime. |
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Schedule of Assets List all assets included in your trust, providing clarity and ensuring proper management. |
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Funding Instructions Detailed steps to transfer your assets into your trust to ensure they are protected and aligned with your estate plan. |
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Certification of Trust A concise document proving the existence and terms of your trust without disclosing all details, often required by financial institutions. |
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Last Will
and Testament
What is a Last Will and Testament?
A Last Will and Testament is a legal document that communicates a person's final wishes before they pass. It provides specific instructions for who will take care of your children, what will happen to your possessions, and how you’d like to be cared for. This document serves as the cornerstone behind any estate plan as it saves both time and money for your loved ones.
Who needs a Last Will and Testament?
If your married, have children, or own anything valuable, you need a Will to save your loved ones of time and money during an already difficult time.
What happens if I don’t have a last Will and Testament?
In the legal world, dying without a will is called dying “intestate.” If you die instestate, your local probate court will then decide how to distribute your assets. The court will attempt to mimic your final wishes, however, your actual wishes remain unknown. Nearly 70% of Americans are at risk of this because they don’t have an up-to-date Will.
Advanced Care
Directives
What are Advanced Care Directives?
Advance directives are a series legal documents that provide instructions for medical care that come into effect if you cannot communicate your own wishes. Think of your advance directives as living documents that you review at least once each year and update if a major life event occurs such as retirement, moving out of state, or a significant change in your health.
A living will is a written, legal document that spells out medical treatments you would and would not want to be used to keep you alive, as well as your preferences for other medical decisions, such as pain management or organ donation. In determining your wishes, think about your values.
A health care proxy is a document that names someone you trust as your proxy, or agent, to express your wishes and make health care decisions for you if you are unable to speak for yourself.
A do-not-resuscitate order, or DNR order, is a medical order written by a doctor. It instructs health care providers not to do cardiopulmonary resuscitation (CPR) if a patient's breathing stops or if the patient's heart stops beating.
The MOLST form is a set of medical orders for patients with advanced illness who might die within 1-2 years, require long-term care services, or wish to avoid and/or receive specific life-sustaining treatments now.
Who needs an Advance Care Directive?
Advance care planning is not just for people who are very old or ill. At any age, a medical crisis could leave you unable to communicate your own health care decisions. Planning now for your future health care can help ensure you get the medical care you want and that someone you trust will be there to make decisions for you.
What happens if you do not have an Advance Care Directive?
If you do not have an advance directive included in your estate plan, you’ll be unable to make medical decisions on your own behalf. When you pass, the state court will determine who will be in charge of your healthcare.
Power of Attorney
What is Power of Attorney
A Power of Attorney is a legal document that allows someone else to act on another's behalf in private affairs, business, or some other legal matter. A Power of Attorney can be used as a tool to help plan for the future, including the possibility that you’ll be unable to make important financial decisions due to dementia, traumatic brain injury, or another impairment that could affect your mental function.
Who needs a Power of Attorney?
Anyone who wants to permit another person to perform certain legal or financial acts on his or her behalf needs a Power of Attorney included in their estate plan.
What happens if I don’t have a Power of Attorney?
Without a power of attorney included in your estate plan, the court will appoint someone to take care of your medical, legal, and financial decisions for you. Having to make this decision in probate court can not only drain your loved ones of time and money but gives you no control over who’s acting on your behalf.
Revocable Living Trust
What is Revocable Living Trust
Description here and also the questions for FAQ
Who needs a Power of Attorney?
Anyone who wants to permit another person to perform certain legal or financial acts on his or her behalf needs a Power of Attorney included in their estate plan.
What happens if I don’t have a Power of Attorney?
Without a power of attorney included in your estate plan, the court will appoint someone to take care of your medical, legal, and financial decisions for you. Having to make this decision in probate court can not only drain your loved ones of time and money but gives you no control over who’s acting on your behalf.
Schedule of Assets
What is Schedule of Assets
Description here and also the questions for FAQ
Who needs a Power of Attorney?
Anyone who wants to permit another person to perform certain legal or financial acts on his or her behalf needs a Power of Attorney included in their estate plan.
What happens if I don’t have a Power of Attorney?
Without a power of attorney included in your estate plan, the court will appoint someone to take care of your medical, legal, and financial decisions for you. Having to make this decision in probate court can not only drain your loved ones of time and money but gives you no control over who’s acting on your behalf.
Funding Instructions
What is Funding Instructions
Description here and also the questions for FAQ
Who needs a Power of Attorney?
Anyone who wants to permit another person to perform certain legal or financial acts on his or her behalf needs a Power of Attorney included in their estate plan.
What happens if I don’t have a Power of Attorney?
Without a power of attorney included in your estate plan, the court will appoint someone to take care of your medical, legal, and financial decisions for you. Having to make this decision in probate court can not only drain your loved ones of time and money but gives you no control over who’s acting on your behalf.
Certification of Trust
What is Certification of Trust
Description here and also the questions for FAQ
Who needs a Power of Attorney?
Anyone who wants to permit another person to perform certain legal or financial acts on his or her behalf needs a Power of Attorney included in their estate plan.
What happens if I don’t have a Power of Attorney?
Without a power of attorney included in your estate plan, the court will appoint someone to take care of your medical, legal, and financial decisions for you. Having to make this decision in probate court can not only drain your loved ones of time and money but gives you no control over who’s acting on your behalf.
