Who is this for?
Perfect for families who want complete protection and peace of mind. If you have minor children, significant assets, property, or want to ensure your healthcare wishes are honored, this is your starting point.
What you’ll receive:
A complete estate plan includes all the essential documents you need to protect your family and assets:
- Last Will and Testament – Directs how your assets will be distributed and names guardians for minor children
- Living Trust (if beneficial for your situation) – Helps assets pass to beneficiaries efficiently, often avoiding probate
- Durable Power of Attorney – Designates someone to handle financial decisions if you’re unable to
- Healthcare Power of Attorney – Appoints someone to make medical decisions on your behalf
- Living Will/Advanced Healthcare Directive – Documents your wishes for end-of-life care
- HIPAA Authorization – Allows designated individuals to access your medical information
Our process:
We’ll meet for an initial consultation (typically 60-90 minutes) where I’ll learn about your family, your assets, and your goals. Then I’ll prepare your customized documents.
We’ll review everything together in a second meeting, making any adjustments needed. Once you’re completely comfortable, you’ll sign your documents, and I’ll provide guidance on next steps, such as funding your trust or storing your documents safely.
Your results:
You’ll have complete legal protection in place. Your children’s guardianship is decided. Your assets will pass according to your wishes. Your healthcare preferences are documented. And most importantly, you’ll sleep soundly knowing your family won’t have to make difficult decisions or navigate complex legal processes during an already emotional time.
Investment:
Starting at $2,500 (exact pricing depends on complexity)
What’s included?
- Initial consultation (60-90 minutes)
- All core estate planning documents customized to your family
- Document review meeting
- Guidance on trust funding and document storage
- One year of minor revisions at no additional charge
Or call me directly at (706) 555-0147
Email: [email protected]