Trust Plan

Our Trust Plan is designed to provide our clients with a comprehensive estate planning solution. We understand that planning for the future can be daunting, so we have included six essential documents to ensure that all aspects of our client's estate are covered.

 

Individual

Joint

Trust Plan

$2,000

$4,000

        Revocable Trust

Included

Included

        Last Will & Testament

Included

Included

        Durable Financial Power of Attorney

Included

Included

        Durable Medical Power of Attorney

Included

Included

        Funeral Representative Designation

Included

Included

        Deed

Included

Included

Documents Included:

Services Included:

  • Drafting personalized estate planning documents
  • Individualized trust provisions
  • Drafts review meeting
  • Preliminary trust funding and guidance
  • Phone and email correspondence with attorneys and paralegals
  • Unlimited modifications prior to the signing of final documents
  • Unlimited questions regarding the provisions of the documents
  • Deed search due diligence
  • Property transfer affidavit
  • Deed drafting
  • Deed signing including notary
  • Recording of deed
  • Formal signing of documents (including witnesses and notary)
  • Personalized estate planning portfolio
  • Digital copies available upon request
  • Trust funding checklist
  • Memorandum of wishes
  • Vehicle transfer forms
  • Certificate of Trust
  • Additional copies of the executed documents
  • Annual follow up

Hamilton Law, PLC

At Hamilton Law, PLC, we are committed to listening and answering your questions about Estate Planning, Draft Wills & Trusts, Cannabis Law, Powers Of Attorney, Probate, Business Planning & Entity Formation, Litigation & Alternative Dispute Resolution, Branding & Trademarks, Prenups, Employment Law, Real Estate Law, and Guardianships & Conservatorships.

Contact Us Today

We offer a free consultation and we'll gladly discuss your case with you at your convenience. To schedule a free initial consultation with our firm, call 269-488-8394 or contact us online.

Top Employment Lawyer in Kalamazoo

Kalamazoo (Primary)
3431 Oakland Drive
Kalamazoo, MI 49008-2883
269-488-8394
269-488-8398 (fax)
Battle Creek
15 Carlyle St, Second Floor
Battle Creek, MI 49017
(269) 488-8394
(269) 488-8398 (fax)