Estate Planning Packages

Estate planning is essential for individuals to manage their affairs effectively and provide for their loved ones according to their wishes. Estate planning involves arranging for the distribution of assets, appointing guardians for minor children, minimizing taxes, making healthcare decisions in advance, and more.

Without proper planning, state laws may dictate asset distribution, potentially leading to disputes or unintended consequences. Moreover, estate planning allows individuals to protect beneficiaries from creditors and ensure the smooth transition of businesses or assets.

 By crafting a comprehensive estate plan, individuals can provide clarity and peace of mind for their loved ones, minimize financial burdens, and leave a lasting legacy aligned with their values. 

Regardless of age or wealth, everyone can benefit from estate planning to safeguard their assets and secure the well-being of their family and beneficiaries.

Don’t leave your spouse or loved ones with difficult decisions in a difficult time.

Ensure your home stays with your Family!
Rest easy knowing your money and assets will never be held from you or your loved ones!
Have the comfort of knowing your medical wishes will be honored!

Security Plan 1

$ 3,000
  • Will(s)
  • Advance Health Care Directives
  • Power(s) of Attorney for Finances
  • HIPPA Waiver(s)
  • Child Protection Plan
    - Nomination of Guardian of Estate
    - Nomination of Guardian of Person
    - Emergency Plan
  • Revocable Trust
  • General Assignment to Trust
  • Certification of Trust

Security Plan 2

$ 4,500
  • Everything in Security Plan 1
  • All Asset Transfers, such as
    - Trust Transfer Deeds
    - IRAs
    - Life Insurance Policies
  • Life Insurance Policies