Estate “Legacy” Planning Services

Ideal for individuals looking for foundational estate planning documents.

Includes:

• Will Preparation (drafting based on client-provided information).
• Advance Healthcare Directive (documenting medical preferences and healthcare proxy).
• Letter of Instruction (general guidance for loved ones regarding wishes and assets).
  

Ideal for families or individuals with complex estates and detailed planning needs.

Includes everything in the Enhanced “Legacy” Plan, PLUS:

• Living Trust (Single or Joint) – Outlines the management and distribution of assets.
• Pour-Over Will – Ensures non-trust assets are accounted for and transferred to the trust.
• Advance Healthcare Directive – Documents medical preferences and designates a healthcare proxy.
• Durable Power of Attorney – Assigns someone to handle financial and legal matters.
• Preliminary Transfer of One Real Property – Includes a Grant Deed and Preliminary Change of Ownership Report.
• Assignment of Tangible Personal Property – Assigns personal items such as furniture or jewelry to the trust.
• General Grant and Assignment – Covers intangible assets like bank accounts, business interests, or stocks.
• Letter of Instruction – Provides guidance for loved ones or beneficiaries regarding overall estate wishes.
• Funding Checklist – Step-by-step guide for transferring additional assets into the trust.
• Trustee and Beneficiary Guidance Packet – Detailed instructions on managing and administering the trust.
• Document Amendments or Updates – Includes one session within the first year for updating or amending documents.