Family Wealth Plan
Our thoughtful estate planning packages provide varying levels of planning
suited to your unique needs and goals.
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| Benefits | WILL PLAN | TRUST PLAN | WEALTH PLAN |
| Last Will & Testament (x2) |  |
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| Financial Power of Attorney (x2) | |
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| Medical Power of Attorney (x2) | |
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| HIPAA Release of Medical Information (x2) | |
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| Directive to Physicians (End of Life Decisions) (x2) | |
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| Declaration of Guardian (x2) | |
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| Gifts of Tangible Personal Property (x2) | |
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| Mobile Notary to Your Home to Notarize Documents | |
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| ID Cards - Temporary Guardians for Minor Children | |
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| ID Cards - Pet at Home Notice / Caregiver | |
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| Attorney Consultation Regarding Trust Funding | |
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| Document Storage Binder with Originals Signed | |
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| Electronic Copies of Signed Documents | |
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| Consultation Regarding Your Plan Every 1 Year | |
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| Revocable Living Trust | |
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| Funding of Revocable Living Trust | |
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YOUR PLAN INCLUDES… |
A Last Will & Testament (x2) allowing you to list beneficiaries and designate guardians for your minor children | A Revocable Living Trust to ensure your family will not have to endure the time, expense and public nature of probate court | A Revocable Living Trust + asset transfer (help with banks, retirement plans, insurance companies, etc., up to 15 accounts; additional fee for real estate) |
| Sign Up | Sign Up | Sign Up |
Benefits
WILL PLAN
Last Will & Testament (x2)
Financial Power of Attorney (x2)
Medical Power of Attorney (x2)
HIPAA Release of Medical Information (x2)
Directive to Physicians (End of Life Decisions) (x2)
Declaration of Guardian (x2)
Gifts of Tangible Personal Property (x2)
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Mobile Notary to Your Home to Notarize Documents
Digital Assets Inventory
ID Cards - Temporary Guardians for Minor Children
ID Cards - Pet at Home Notice / Caregiver
Attorney Consultation Regarding Trust Funding
Document Storage Binder with Originals Signed
Electronic Copies of Signed Documents
Consultation Regarding Your Plan Every 1 Year
Revocable Living Trust
Funding of Revocable Living Trust
YOUR PLAN INCLUDES…
A Last Will & Testament (x2) allowing you to list beneficiaries and designate guardians for your minor children
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