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  • Classic Plan

    $500.00

    *Price shown is a deposit

    Your Plan Includes:

    • Last Will and Testament
    • Healthcare Directives & Powers of Attorney
    • HIPPA Release
    • Guardianship Provisions for Minor Children
    • Inventory of Assets
    • Letter to Important People

    This plan may include a Trust for more asset protection.

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  • Legacy Protection Plan

    $500.00

    *Price shown is a deposit

    Your Plan Includes everything in the Family plan plus:

    • Family Asset Protection Trust
    • Legacy & Creditor Protection Planning

    This plan provides asset protection for generations to come to ensure your beneficiaries are cared for and protected with peace of mind.

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  • Personal Family Plan

    $500.00

    *Price shown is a deposit

    Your Plan Includes everything in the Classic plan plus:

    • Revocable Living Trust
    • Lifetime Incapacity Protection
    • Pet Trust(s)

    We will prepare the deed by transferring your home into the trust. Additional asset transfers (trust funding) may be handled by you with guidance from us, or we can handle them for your peace of mind for an additional fee.

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