Plans

Choose Your Plan!

Not Sure Which Plan is Best for You?

Everyone has unique estate planning needs. Answer a few questions to get a recommendation!

Plans for IndividualsPlans for Couples

Individual Powers Plan

For those individuals with a minimal estate and no children, and who want to name agents to make financial and medical decisions for them during their lifetime when they are unable to do so.
$69.00
  • Financial Power of Attorney
  • Health Care Power of Attorney with Living Will or Advance Health Care Directive
  • HIPPA Authorization
  • Instructions for the Disposition of My Remains

Individual Will Plan

For those individuals who want to name guardians for their minor children, designate who will inherit their estate, name an executor to administer their estate, and name agents to make financial and medical decisions during their lifetime when they are unable to do so.
$149.00
  • Everything in Powers Plan
  • Last Will and Testament
  • Nomination of Guardian (if minor children)
  • Instructions for the Distribution of My Personal Property
  • Summary of Estate Planning Provisions

Individual Trust Plan

For those individuals who wish to avoid probate, name guardians for their minor children, designate who will inherit their estate, provide for heirs with special needs, provide for minor children, name a trustee to administer their trust, and name agents to make financial and medical decisions during their lifetime when they are unable to do so.
$489.00
  • Everything in Will Plan
  • Revocable Living Trust
  • Certification of Trust
  • Declaration of Trust
  • Assignment of Personal Property
  • Instructions for Transferring Assets to Your Living Trust

Couples Powers Plan

For couples with a minimal estate and no children, and who want to name agents to make financial and medical decisions for them during their lifetimes when they are unable to do so.
$119.00
  • Financial Power of Attorney
  • Health Care Power of Attorney with Living Will or Advance Health Care Directive
  • HIPPA Authorization
  • Instructions for the Disposition of My Remains

Couples Will Plan

For those couples who want to name guardians for their minor children, designate who will inherit their estate, name an executor to administer their estate, and name agents to make financial and medical decisions during their lifetimes when they are unable to do so.
$249.00
  • Everything in Powers Plan
  • Last Will and Testament
  • Nomination of Guardian (if minor children)
  • Instructions for the Distribution of My Personal Property
  • Summary of Estate Planning Provisions

Couples Trust Plan

For those couples who wish to avoid probate, name guardians for their minor children, designate who will inherit their estate, provide for heirs with special needs, provide for minor children, name a trustee to administer their trust, and name agents to make financial and medical decisions during their lifetimes when they are unable to do so.
$589.00
  • Everything in Will Plan
  • Revocable Living Trust
  • Certification of Trust
  • Declaration of Trust
  • Assignment of Personal Property
  • Instructions for Transferring Assets to Your Living Trust

Not Sure Which Plan is Best for You?

Everyone has unique estate planning needs. Answer a few questions to get a recommendation!