Wills, Trusts & Estate Planning

Estate Planning

Estate planning is the process of planning for the accumulation, conservation, and ultimate distrubution of your estate. Estate planning provides current benefits for yourself and your family, as well as significant long-term benefits when inevitable major life changing events occur. Estate planning extends your intentions, values, patterns, and priorities to circumstances in which you will not be able to actively participate. Estate planning produces a plan that will strengthen and preserve financial security and order for your loved ones and yourself.

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Estate Planning Specials

Quality Estate Planning at a Price You Can Afford!

All of my estate planning packages include the following:

  • All documents are printed on high quality bond paper
  • Legal covers to protect your documents and distinguish them from other documents
  • Cover letter which thoroughly explains your documents
  • Two sets of photocopies
  • Complimentary codicils/amendments to change the executor/trustee during life of the testator/settlor

Estate Tax Package

The Estate Tax Package includes the following:

  • Powers of attorney for health care and property for both spouses
  • Living wills for both spouses
  • "Pour-over" wills for both spouses
  • Revocable living trusts for each spouse which incorporate standard credit shelter estate tax planning
  • A quitclaim deed to transfer real estate into the living trusts (if appropriate)
  • The Estate Tax Package is priced at $1,500

Probate Avoidance Package

The Probate Avoidance Package includes the following:

  • Powers of attorney for health care and property
  • A living will
  • A "pour-over" will
  • A revocable living trust
  • A quitclaim deed to transfer real estate into the living trust (if appropriate)
  • The Probate Avoidance Package is priced at $1,000 for couples and $750 for individuals.

Wills Package

The Wills Package includes the following:

  • Powers of attorney for health care and property
  • A living will
  • A traditional (outright) will
  • Complimentary children's trust (if applicable)
  • The Wills Package is priced at $750 for couples and $500 for individuals.