Flat Fee Estate Plan Packages
My flat-fee estate plans are designed to provide you with peace of mind, no hassle up-front pricing, and an opportunity to work together to ensure you get all of your questions answered without worrying about costs.  All of my Flat Fee plans also include an estate plan “tune-up” appointment in three years to review your plan and make sure it is up to date.  Here are three of my most popular plans:
This plan is designed for individuals and families who have a modest estate who want to nominate a guardian for their children, designate who will receive their assets after they pass and ensure they have documents in place protect them if they become incapacitated.
This plan includes:
  • A Last Will and Testament
  • ​Guardianship Nomination
  • Durable Power of Attorney for Finance
  • Living Will
  • Durable Power of Attorney for Health Care
  • HIPPA Authorization
This plan is designed for individuals and families who have a modest estate and want to ensure their loved ones, including children, are protected.  By including a testamentary trust, this plan allows families to make sure that any money inherited by their children will be held in trust, and managed by a trusted adult until the children are mature enough to manage their assets on their own.
This plan includes:
  • Last Will and Testament
  • Testamentary Trust
  • Guardianship Nomination
  • Durable Power of Attorney for Finance
  • Living Will
  • Durable Power of Attorney for Health Care
  • HIPPA Authorization
This plan is designed for individuals and families who wish to exercise more control over their legacy.  This plan includes a revocable living trust, which is the best tool to adapt your estate plan to your unique needs, and also allows you to avoid the time consuming and expensive hassle of probate.  This plan has everything you need to protect your loved ones and preserve your assets for the future.
This plan includes:
  • A Revocable Living Trust
  • A Pour-Over Will
  • Guardianship Nomination
  • Durable Power of Attorney for Finance
  • Living Will
  • Durable Power of Attorney for Health Care
  • HIPPA Authorization
  • Transfer of Your Residence Into Your Trust
For current pricing information, please call my office at (208) 995-9224.

Ready to Get Started on Your Estate Plan?