Logistics
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About Our Plans |
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The EssentialsWe call our basic estate planning packages “The Essentials” because we think just about everyone needs one. Implementing one of these plans is the first step in planning for your family and yourself. Here’s an overview of the packages we offer: |
Advanced PlanningThe Essentials can help you achieve many of your estate planning objectives, but achieving all of your objectives may require additional planning and documents. To help you reach those further goals, we can add a customized advanced planning package to either of The Essentials. To talk to us about your planning needs and options, schedule a consultation. |
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| Wills Essentials Our wills plans include the following documents:
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Trust Essentials Our revocable trust plans include the following:
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About Our FeesWe can’t say exactly how much we’d charge to do your estate plan without knowing more about you, but we can show you the starting points for our fee calculations. |