Walking the Dog

INDIVIDUALS

Everyone deserves the peace of mind that putting an estate plan in place affords. We love working with individuals to make sure their wishes are carried out.

We recommend one of following estate planning packages below.

For those with adult or no children:
(If you have minor children, click here.)

PACKAGE #07

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: $1,200

PACKAGE #08

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: $1,800

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!