Add Your Heading Text Here

INDIVIDUAL TRUST PLANS

Basic Plan

Perfect for someone who only wants a Revocable Living Trust, do not own real estate, do not need a Financial Power of Attorney or a Health Care Power of Attorney, or someone who already has a revocable trust and wants to make changes to their trust.

Includes:

  • Revocable Living Trust
  • A “pour-over” Will
  • Transfer Documents (except deeds)
  • Trust Funding Instructions
  • Same software used by more than 4000 Estate Planning Attorneys nationwide – personalized by you and specific to your state.
  • Digital download of all documents.
  • Signing instructions.
  • Information kept confidential and secure.
  • Free revisions for 30 days.

Premium Plan

Perfect for someone who wants a complete comprehensive estate plan.

Includes:

  •  A Revocable Living Trust
  • A “pour-over” Will
  • A Financial Power of Attorney that names an agent to manage your financial affairs in the event you are unable to do so for yourself, guaranteeing someone you trust can access your bank accounts and other financial assets in case of an emergency.
  • A Health Care Power of Attorney that names who will make health care decisions on your behalf if you are unable to do so, provide guidelines about your end-of-life desires, and the kind and level of care you desire.
  • Real Estate Deeds
  • Transfer documents
  • Trust Funding Instructions
  • Fully assembled deluxe tabbed binder with copies of documents
  • Same software used by more than 4000 Estate Planning Attorneys nationwide – personalized by you and specific to your state.
  • Digital download.
  • Signing instructions.
  • Information kept confidential and secure.
  • Free revisions for 30 days.

Deluxe Plan

Perfect for someone who wants a complete comprehensive estate plan, but does not own real estate.

Includes:

  •  A Revocable Living Trust
  • A “pour-over” Will
  • A Financial Power of Attorney that names an agent to manage your financial affairs in the event you are unable to do so for yourself, guaranteeing someone you trust can access your bank accounts and other financial assets in case of an emergency.
  • A Health Care Power of Attorney that names who will make health care decisions on your behalf if you are unable to do so, provide guidelines about your end-of-life desires, and the kind and level of care you desire.
  • Transfer documents (except deeds)
  • Trust Funding Instructions
  • Fully assembled deluxe tabbed binder with copies of documents
  • Same software used by more than 4000 Estate Planning Attorneys nationwide – personalized by you and specific to your state.
  • Digital download.
  • Signing instructions.
  • Information kept confidential and secure.
  • Free revisions for 30 days.