Last Will & Testament Plan
Our Last Will & Testament Plan is designed to provide our clients with comprehensive estate planning documents, along with professional support and guidance along the way.
We believe that having a will and other estate planning documents in place is crucial for anyone who wants to protect their assets and ensure that their loved ones are taken care of after they're gone.
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Individual |
Joint |
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$400 |
$750 |
Documents Included:
- Will
- Financial Power of Attorney
- Medical Power of Attorney
- Funeral Representative Designation
- Deed (if applicable)
Services Included:
- Drafting personalized estate planning documents
- Drafts review meeting
- Phone and email correspondence with attorneys and paralegals
- Unlimited modifications prior to the signing of final documents
- Unlimited questions regarding the provisions of all documents
- Formal signing of documents (including witnesses and notary)
- Personalized estate planning portfolio
- Digital copies available upon request
- Beneficiary designation checklist
- Memorandum of wishes
- Vehicle transfer forms
- Additional copies of the executed documents upon request