Our Services

WILL ESTATE PLAN PACKAGE

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)

REVOCABLE LIVING TRUST ESTATE PLAN PACKAGE

Trust Agreement or Restatement

Certificate of Trust 

Statement of Authority 

Deed (1)

Trust Funding Memorandum 

Pourover Will

Family Agreement (for couples)

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 

RESTATEMENT OF TRUST

For individuals who have moved states from where their original trust was executed. 

TRUST AMENDMENT

For individuals who want to revise, omit, and/or add provisions to an existing trust. 

LIVING DOCUMENT PACKAGE

Medical Power of Attorney 

Financial Power of Attorney 

Advance Directive (Living Will)

Deed (optional)

Minor Children (optional)

    - Appointment of Guardian

    - Parents Delegation of Rights

GUARDIANSHIP PACKAGE

Appointment of Guardian 

Parents Delegation of Rights

PROBATE/ESTATE ADMINISTRATION

Probate is the judicial process through the court system to ensure the legal transfer of assets from the deceased’s name to the names of the deceased’s legal heirs or beneficiaries.

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. 

WILL ESTATE PLAN PACKAGE
(WITH MINOR CHILDREN)

Will with Testementary Trust 

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 

CODICIL TO WILL

For individuals who want to revise, omit, and/or add provisions to an existing will.