Estate Plan Package Options

 
 
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Trust Plan Package

  • Revocable Living Trust

  • Pourover Will

  • Patient Advocate Designation (also known as a Medical Power of Attorney)

  • Durable Financial Power of Attorney

  • HIPAA Medical Information Release

  • Funeral Representative Designation & Memorial Instructions

  • Authorization for Care of Children (also known as a Minor Power of Attorney)

  • Trust Certification

  • Transfer Deed to Home-Residence (if appropriate)

  • Important Document & Trust Funding Instructions

  • **Flat-Fee Fixed Price

 
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Will Plan Package

  • Last Will and Testament

  • Patient Advocate Designation (also known as a Medical Power of Attorney)

  • Durable Financial Power of Attorney

  • HIPAA Medical Information Release

  • Funeral Representative Designation & Memorial Instructions

  • Authorization for Care of Children (also known as a Minor Power of Attorney)

  • **Flat-Fee Fixed Price

 
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Power of Attorney Plan Package

Power Plan Package generally includes:

  • Patient Advocate Designation (also known as a Medical Power of Attorney)

  • Durable Financial Power of Attorney

  • Authorization for Care of Children (also known as a Minor Power of Attorney)

  • HIPAA Medical Information Release

  • Does not include end of life planning

  • **Flat-Fee Fixed Price