We focus primarily on creating comprehensive living trust bundles (estate plans).

 

Our bundles include a Revocable Living Trust, Power(s) of Attorney, Advance Health Care Directive(s), Pourover Will(s), General Assignment, HIPAA Authorization(s), Certification of Trust, Personal Property Distribution Instructions, Assignment of Personal Property, Marital Property Agreement (if applicable), Quitclaim Deed, Summary of Planning Decisions, and Trust Funding Instructions.

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Ancillary to living trust bundles, we also create documents necessary to transfer real estate and business entities to your living trust. We also create and form LLCs and corporations as part of your estate plan as necessary.

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Although we can't quote an exact fee on our website, our mission is to provide a "simple and affordable" option for individuals, families, and business owners to create their living trust. We take our mission statement seriously and will quote you an exact fee before we begin any work.