Estate Planning Services
We create thoughtful, values-based estate planning packages that provide varying levels of protection, suited to your unique needs and goals.
FAMILY PLAN
FOR THE FAMILY WHO…
…doesn’t have assets that would go through probate, but who are concerned about: guaranteeing that minor children are cared for; outlining health care wishes; and ensuring access to property & assets.
This plan includes:
- Basic Will
- Simple Trust
- Basic Health Care Directive
- Basic Power of Attorney
- Living Will
Continuing Support:
- Hourly upon request
TRUST PLAN
FOR THE FAMILY WHO…
…may have assets that would go through probate, and who want the peace of mind that: the family will not have to go to court; their privacy will be protected; and assets will transfer to heirs with ease.
This plan includes:
- Basic Revocable Living Trust
- Pour Over Will
- Durable Health Care Power of Attorney, including HIPAA Releases
- Durable Property Power of Attorney, including HIPAA Releases
Continuing Support:
- Pay-as-you-go funding, updating and settlement
WEALTH PLAN
FOR THE FAMILY WHO…
…wants the total assurance and peace of mind that the Trust Plan offers, and the comfort of knowing asset transfers have been taken care of by our team. This plan is appropriate for busy families looking for the greatest amount of convenience and care.
This plan includes:
Everything in the Trust Plan, plus
- Revocable Trust Design
- Affidavit / Certificate of Trust
- Constitutional Living Will
- Personal Property Memorandum
- Anatomical Gift Form
- Supplemental instructions for Memorial and Health Care
- Counseling & Education
Continuing Support:
- LifespanWorks℠ included*
- Legacy Foundry platform included*
Experience the benefits of LifespanWorks℠!
The complete solution for your legacy and estate planning, offering added benefits and peace of mind through LifespanWorks℠ continuing support.
- Initial & ongoing funding support including Lead Sheet™ System
- Legal directives
- Updated Restated Revocable Living Trust once every 3 years
- Second opinion service
- One personal two-hour counseling session with attorney every year
- Basic word processing amendments to Revocable Living Trust
- Your Ultimate Legacy℠ conversation recording
- Family Legacy℠ meeting
- Unlimited phone calls
- LifespanWorks℠ Educational Workshops
- Settlement fees guaranteed
Introducing the Legacy Foundry platform
Share your wishes and start conversations with family
through this intuitive and easy-to-use service.
With the Legacy Foundry platform, we are helping families start discussions on difficult subject matter around legacy and end-of-life decisions.
- Guided questionnaire to establish your legacy & planning goals
- Easy-to-follow prompts for self-led modules
- Secure sharing platform to ensure family members and advisors have access to the documents they need
- Easy-to-understand videos and written materials for education on topics like health care directives and probate
The topics aren’t always easy to discuss or understand, but with this new tool, we can help get more family members engaged in the discussion early, to avoid future conflict and ultimately bring you closer together.
START YOUR ESTATE PLAN TODAY
Contact us to request a quote and set up your FREE initial consultation to start protecting your legacy today!* Pricing & inclusions vary based on selected LifespanWorks℠ program