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Estate Essentials Bundle

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Bundle and Save on Your Will | Standard Will, Healthcare Directive, Power of Attorney, Fillable Memorandums, and 1 year of free edits. 

Essentials DIY WILL

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Download our fillable PDF will, follow our guide, and complete your last will and testament on your own

Standard WILL

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Detailed will that address your personal needs, concerns, and provides for your family

Complex WILL

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Perfect will for complex situation, couples, joint wills, or other complicating factors or wishes

Comprehensive Estate Bundle

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Bundle and Save on Your Trust | Standard Trust, Pour-Over Will, Healthcare Directive, Power of Attorney, Fillable Memorandums, Ongoing-Consultation, and 1 year of free edits. 

Standard TRUST

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Move your estate into a revocable living trust (and other necessary documents).

Complex TRUST

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Perfect trust for complex situations, large portfolios, large amount of real estate, irrevocable trust, etc.

TRUST Amendments

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Modifying an existing trust document to meet your current needs. 

ESTATE PLANNING TOOLS

Living Will Documents

Medical directives, power of attorney, and similar documents | $200 / each

 

Estate Consultation

Initial consultation | $100 (FREE when you plan your estate with us)

Ongoing consultation | $250 / hour (FREE with an estate planning bundle)​

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We can connect you with a verified and trusted 3rd party tax, wealth, or elder care consultant today.

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Click Here to Download our free "Estate Planning Guide"

Providing you the basics to consider when planning for your future. 

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