Who is this for?
Ideal for individuals or couples who need essential estate planning documents but don’t require the complexity of a trust. This is perfect if you’re just starting out, have straightforward assets, or want to establish guardianship for minor children without the full comprehensive plan.
What you’ll receive:
- Last Will and Testament – Directs asset distribution and names guardians for minor children
- Durable Power of Attorney – Financial decision-making authority
- Healthcare Power of Attorney – Medical decision-making authority
- Living Will/Advanced Healthcare Directive – End-of-life care wishes
Our process:
We’ll meet for one consultation to discuss your situation and wishes. I’ll prepare your documents, and we’ll meet again to review and sign everything. The process typically takes 2-3 weeks from start to finish.
Your results:
You’ll have the essential legal documents protecting your family and ensuring your wishes are honored. While simpler than a comprehensive plan, this gives you solid foundational protection, and can always be expanded later as your situation changes.
How to get started:
Schedule a consultation, and we’ll determine if this level of planning meets your needs or if you’d benefit from more comprehensive protection.
Investment:
Starting at $1,200
What’s included?
- Initial consultation (45-60 minutes)
- Four essential estate planning documents
- Document review and signing meeting
- Six months of minor revisions at no additional charge
Or call me directly at (706) 555-0147
Email: [email protected]