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 young families who are ready to take the first steps towards planning for the future and protecting their legacy.  This package works best for young families or individuals who have not yet amassed significant assets but want to ensure their loved ones, including young children, are protected.  
This plan includes:
  • A Last Will and Testament
  • Guardianship Nomination
  • Durable Power of Attorney for Finance
  • Living Will
  • 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
  • Power of Attorney for Health Care
  • HIPPA Authorization
  • Quitclaim Deed transferring your residence into your Trust
This plan is the same as The Legacy Plan but also includes trust funding, which means that our office will take care of transferring all of your assets into your Trust.  By electing to add trust funding to your plan, you are choosing to take control of your legacy from start to finish.
This plan includes:
  • A Revocable Living Trust
  • A Pour-Over Will
  • Guardianship Nomination
  • Durable Power of Attorney for Finance
  • Living Will
  • Power of Attorney for Health Care
  • HIPPA Authorization
  • Quitclaim Deed transferring your residence into your Trust
  • Trust Funding

Ready to Get Started on Your Estate Plan?