• Individual Will: $350.00
• Couples Will: $550.00
• Individual Living Trust: $950.00
• Couples Living Trust: $1,500.00

• Individual Will: $750.00
• Couples Will: $1,000.00
• Individual Living Trust: $1,750.00
• Couples Living Trust: $2,000.00

• Basic Individual Will Plan: $1,500.00
• Basic Couples Will Plan: $1,750.00
• Individual Living Trust Plan: $2,500.00
• Couples Living Trust Plan: $3,500.00

• Nomination of Guardian for Minor Children: $300.00
• Advance Health Care Directive: $300.00
• Bypass Trust Provisions: $450.00
• Special Needs Trust Provisions: $450.00
• Assignment of Business Interests: $450.00
• Durable Power of Attorney for Business Affairs: $450.00

1. Free Initial Consultation
2. Last Will and Testament
3. Durable Power of Attorney for Business Affairs
4. Advance Health Care Directive (Living Will)
5. Assignment of Tangible Personal Property
6. Nomination(s) of Guardian for Minor(s) (if any)
7. Declaration of Community Property (where appropriate)
8. Form Letter with Instructions for Distribution of Personal Property
9. Burial Instructions
10. Summary Cover Letter Explaining Documents

1. Revocable Living Trust
2. Certification of Trust
3. Pour-over Will (to replace #2 above)
4. Trust Synopsis (in plain English, not legalese)
5. Funding Instructions (for after-acquired assets)
6. Separate Schedule "A": Initial Trust Assets
7. HIPAA Document
8. Explanation of Estate Planning Provisions
9. Signing Instructions
10. Summary Cover Letter: Explaining Documents

Attorney Reviewed: One (1) Consultation and Review with an Estate Planning Attorney

1. Deed for Residence (if needed)
2. Deed for other Real Property (if needed)
3. Letter(s) of Instructions to Bank(s)
4. Letters of Instruction for Brokers, Mutual Funds, and Direct Registration Accounts (if needed)
5. Stock Powers and Transmittal Letters for Stock Certificates held by you (if needed)
6. Letters of Instruction for Life Insurance, IRA's, and Annuities (if needed)
7. Assignments for Business Interests, General and Limited Partnerships, LLCs (if needed),
8. Notes and Deeds of Trusts (if needed)
9. Explanation of Estate Planning Provisions
10. Signing Instructions
11. Summary Cover Letter: Explaining Documents