Holding Hands

COUPLES

We love working with couples to ensure that their goals are met, both jointly and as individuals.

Depending on your goals, we recommend one of following two estate planning packages below.

PACKAGE #03

Will-Based Package

Documents Included:

  • Will (Last Will and Testament) 

  • Memorandum for Disposition of Personal Property 

  • Instructions for Disposition of Last Remains 

  • Medical Power of Attorney 

  • Financial Power of Attorney 

  • Advance Directive (Living Will) 

 

Services Included:

  • Two client check-in meetings (either over Zoom or in-person)

  • One signing meeting at our office

  • Notary service

  • Witnesses provided

  • Any recording of documents (if necessary)

 

Additional add-ons:

  • Deed

Package Price: $1,600

PACKAGE #04

Trust- Based Package 

Documents Included:

  • Trust Agreement or Restatement (applicable for those with existing trust from out of state)

  • Certificate of Trust 

  • Statement of Authority 

  • Deed 

  • Trust Funding Memorandum 

  • Pourover Will​s 

  • Memorandums for Disposition of Personal Property 

  • Instructions for Disposition of Last Remains 

  • Medical Powers of Attorney 

  • Financial Powers of Attorney 

  • Advance Directive (Living Will) 

 

Services Included:

  • Two client check-in meetings (either over Zoom or in-person)

  • One signing meeting at our office

  • Notary service

  • Witnesses provided

  • Any recording of documents (if necessary)

Package Price: $3,000

Questions about the differences between our two packages or have questions in general?

 

We offer a 30 minute free consultation to walk you through our process and answer any questions you may have. Click below to get started!