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Bronze – $399
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Cover the bases with all the basics!

  • Declaration of Trust
  • Certification of Trust
  • Pour Over Will(s)
  • Preparation of a Trust Transfer Deed to fund your Trust (add additional Trust Transfer Deed(s) at check-out)
  • Email or U.S. Mail Delivery of Documents
  • Prepared in an Estate Planning Binder for safe keeping

Silver – $599

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Everything in BRONZE + Powers of Attorney!

  • Includes everything in BRONZE, plus…
  • Power of Attorney – Financial Management
  • Power of Attorney – Healthcare Directive (includes a HIPAA Release Authorization)

Gold – $650

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Everything in SILVER + Direct Consultation!

  • Includes everything in BRONZE and SILVER, plus…
  • Direct Consultation – In-Person, Phone or Skype

Platinum – $750

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Includes everything in GOLD + Delivery & Review of your documents at your home or office!

  • Includes everything in BRONZE, SILVER and GOLD, plus…
  • Delivery & Document Review (Home or Office)