Plan better, plan faster

Estate Planning Package

Our Estate Planning Package includes all of the following when putting your affairs in order.
  • Revocable Living Trust
  • Bill of Sale
  • Durable Power of Attorney
  • Durable Power of Attorney for Health Care
  • Mini-Certificate of Trust
  • Real Estate Documents
  • Certificate of Trustee Authority and Power
  • Comprehensive Transfer Document
  • HIPAA Form
  • Joint Trust Summary
  • Authorization to Release Information
  • Instructions to Banks and Credit Unions
$
25
/mo
per user, per month
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$
$2,500
/mo
One time payment
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