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Our Estate Plan Packages

Will Revocable
Living Trust
Revocable Living Trust with Lifetime Incapacity Protection for Self and Spouse and Lifetime Asset Protection Trusts for Children ✔
Certification of Trust ✔
Last Will and Testament ✔ ✔
Health Care Proxy / Living Will ✔ ✔
Financial Power of Attorney ✔ ✔
Side Letter(s) to Guardians/Trustees ✔
Beneficiary Designation Instructions ✔
Estate Plan Blueprint ✔ ✔
Recorded Explainer Video for Estate Plan Draft Review ✔ ✔
Digital PDF Copies of all Documents ✔ ✔
Fireproof Bag for all Originals ✔ ✔
Fireproof Bag for all Originals ✔
BONUS – Free Estate Administration “Roadmap” call for Executors in the Future ($350 value) ✔ ✔

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