top of page
Family Portrait

Essential Living Trust

Complete Estate Plan for $750
in Less Than 48 Hours

The Complete Estate Plan is for couples whose children are only with their current spouse and whose net worth is under $11.58 million.  For this segment of the population, the estate plan is straightforward and we have built smart intake forms and documents that reduce the amount of time necessary to create a customized estate plan.  We have passed on the time savings to our clients.

 

3 EASY STEPS

Complete Estate Plans Include

Couple Hugging
Old Couple
Happy Family
Cheerful Seniors
Idea_edited.png

THINK AND DISCUSS THE ISSUES

Documents_edited.png

COMPLETE THE ONLINE FORM

Sign_edited.png

SIGN AND NOTARIZE THE DOCUMENTS

Living Trust

Creates a Trust to manage and distribute assets and to avoid probate.

Pour-Over Will

Distributes assets that are not in your Trust into your Trust and appoints a guardian for minor children.

Advanced Health Care Directive

Designates an agent to make health care decisions on your behalf and directs end-of-life decisions.

Durable Power of Attorney

Appoints an agent to act on your behalf relating to your financial affairs either immediately or after you are incapacitated.

Web-2018-Charlie.jpg

Charlie W. Yu

Attorney at Law

Get in Touch

Thanks for submitting!

bottom of page