Basic Package

  • Living Trust Document
  • Pour over will
  • Power of Attorney
  • Health Care Directive
  • HIPPA Waiver
  • Assignment of Personal Property
  • Burial Instructions
  • Pet Instructions
  • Online Document Delivery
  • Onboarding call

Family Package

  • Living Trust Document
  • Pour over will
  • Power of Attorney
  • Health Care Directive
  • HIPPA Waiver
  • Assignment of Personal Property
  • Burial Instructions
  • Pet Instructions
  • Guardianship for Minors
  • Special Needs Trust
  • Single Deed
  • Printed Documents Ready for Notary
  • Standard Paper + Standard Binder
  • Onboarding call
  • Live Estate Planner – Estate Interview

Full Estate Package

  • Living Trust Document
  • Pour over will
  • Power of Attorney
  • Health Care Directive
  • HIPPA Waiver
  • Assignment of Personal Property
  • Burial Instructions
  • Pet Instructions
  • Guardianship for Minors
  • Special Needs Trust
  • Single Deed
  • Printed Documents Ready for Notary
  • Premium Paper + Premium Binder
  • Onboarding call
  • Live Estate Planner – Estate Interview
  • Two Year Warranty