Plans and Pricing
One plan. One-time payment.
Lifetime updates.
Is a Will or Trust Right for Your Needs?
Are any of your children under 18?
Do any of your children have special needs receiving government assistance?
Do you own a business or have ownership in one?
Do you own a home?
About how much are your total assets?
Do you want more control over how and when your assets are passed on?
A Trust Plan is well suited to your situation.
Based on your answer, a trust is recommended.
- Revocable living trust
- Pour-Over Will
- Durable Power of Attorney
- Healthcare Directive
- Messages to Your Loved Ones
A Will Plan is well suited to your situation.
Based on your answers, your situation is straightforward and does not require a Trust.
- Last Will and Testament
- Financial Power or Attorney
- Healthcare Directive
- Personal messages for your loved ones
Both a Will and a Trust could work for you
You don’t require a Trust, but you may benefit from one if control and flexibility are important to you.
- Last Will and Testament
- Financial Power or Attorney
- Healthcare Directive
- Personal messages for your loved ones
- Revocable living trust
- Pour-over Will
- Durable Power of Attorney
- Healthcare Directive
- Messages to your loved ones
Choose What's Right for You
A complete estate plan that protects your family and your wishes, outlining everything from who inherits your assets and who cares for your children to who makes healthcare and financial decisions if you can't.
A complete estate plan that includes everything in the Will Plan, plus a Revocable Living Trust, Children’s Trust, Special Needs Trust, and associated documents to help your family minimize probate, protect your privacy, and simplify the transfer of assets.
