Our Document Packages

Your first step in creating your estate plan is to answer a series of questions. These questions will give our attorneys the information they need to make a document recommendation.  The attorney will recommend either a Will Package or a Trust Package based on the answers given. 

Will Package Per Person

The Will Package includes:

  • Last Will and Testament
  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • Attorney assigned to file
  • Printed documents with Binder and Tabs
  • Cloud Storing and Sharing

Trust Package Single/Married

The Trust Package includes:

  • Revocable Living Trust
  • Certification of Trust
  • Pour-Over Wills
  • Comprehensive Transfer Document
  • Community Property Agreement (if applicable)
  • Schedule of Assets
  • Financial Power of Attorney(s)
  • Healthcare Power of  Attorney(s)
  • Attorney assigned to file
  • Printed documents with Binder and Tabs
  • Cloud Storing/Sharing