Our 
Services

We value the opportunity to assist clients with all types of estate planning needs. Listed are just a few of the most common packages we provide and the documents included in those packages. However, we offer every document a la carte and can happily customize various packages, depending on your needs.

 

Please schedule a free consultation to find out more about our services!

01

WILL ESTATE PLAN PACKAGE

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)

03

REVOCABLE LIVING TRUST ESTATE PLAN PACKAGE

  • 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

  • Memorandum for Disposition of Personal Property 

  • Instructions for Disposition of Last Remains

  • Medical Power of Attorney 

  • Financial Power of Attorney 

  • Advance Directive (Living Will) 

05

PROBATE/ESTATE ADMINISTRATION

For individuals needing to open probate, prepare notices and related paperwork for court filing, or guiding a trustee or executor through the estate administration process.

  • ***Administrative and filing tasks will be billed at a lower hourly rate. 

07

LIVING DOCUMENT PACKAGE (WITH MINOR CHILDREN)

  • Medical Power of Attorney 

  • Financial Power of Attorney 

  • Advance Directive (Living Will)

  • Deed (optional)

  • Minor Children (optional)

    • Appointment of Guardian

    • Parents Delegation of Rights

02

WILL ESTATE PLAN PACKAGE
(WITH MINOR CHILDREN)

Will (Last Will and Testament) with  built-in Testamentary Trust for minor children

Memorandum for Disposition of Personal Property 

Instructions for Disposition of Last Remains

Medical Power of Attorney 

Financial Power of Attorney 

Advance Directive (Living Will)

Appointment of Guardian

Parents Delegation of Rights 

04

REVOCABLE LIVING TRUST ESTATE PLAN PACKAGE (WITH MINOR CHILDREN)

  • 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​

  • Memorandum for Disposition of Personal Property 

  • Instructions for Disposition of Last Remains

  • Medical Power of Attorney 

  • Financial Power of Attorney 

  • Advance Directive (Living Will) 

  • With Minor Children: 

    • Appointment of

    • Guardian  Parents Delegation of Rights 

06

LIVING DOCUMENT PACKAGE

  • Medical Power of Attorney 

  • Financial Power of Attorney 

  • Advance Directive (Living Will)

08

GUARDIANSHIP PACKAGE

  • Appointment of Guardian 

  • Parents Delegation of Rights