Trust Plans

Individual Trust Plan

For those individuals who wish to avoid probate, name guardians for their minor children, designate who will inherit their estate, provide for heirs with special needs, provide for minor children, name a trustee to administer their trust, and name agents to make financial and medical decisions during their lifetime when they are unable to do so.
$449.00
  • Revocable/Living Trust
  • “Pour-Over” Will
  • Certification of Trust
  • Declaration of Trust
  • Assignment of Personal Property
  • Instructions for Distribution of My Personal Property
  • Financial Power of Attorney
  • Advance Health Care Directive, including “Living Will”
  • HIPPA Authorization
  • Voluntary Advance Directive for Dementia
  • Final Disposition Authorization and Instructions
  • Nomination of Guardian for Minor Child
  • Power of Attorney for Care of Minor Child
  • Designation of Health Care Agent for Minor Child
  • Instructions for Transferring Assets to Your Living Trust
Trust Plan – $449.00

You will receive your documents in digital format ready to download, print, and sign.

Couples Trust Plan

For those couples who wish to avoid probate, name guardians for their minor children, designate who will inherit their estate, provide for heirs with special needs, provide for minor children, name a trustee to administer their trust, and name agents to make financial and medical decisions during their lifetimes when they are unable to do so.
$549.00
  • Revocable/Living Trust
  • “Pour-Over” Wills for Each
  • Certification of Trust
  • Declaration of Trust
  • Assignment of Personal Property
  • Instructions for Distribution of Our Personal Property
  • Financial Power of Attorney for Each
  • Advance Health Care Directive, including “Living Wills”, for Each
  • HIPPA Authorization for Each
  • Voluntary Advance Directive for Dementia for Each
  • Final Disposition Authorization and Instructions for Each
  • Nomination of Guardian for Minor Child
  • Power of Attorney for Care of Minor Child
  • Designation of Health Care Agent for Minor Child
  • Instructions for Transferring Assets to Your Living Trust
Trust Plan – $549.00

You will receive your documents in digital format ready to download, print, and sign.