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
THINK AND DISCUSS THE ISSUES
COMPLETE THE ONLINE FORM
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.
