All of our estate planning packages include online or mobile notarization & witnesses.
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Trust Package
Includes: Revocable Living Trust, Pour-Over Will, Power of Attorney for Healthcare and Property, Healthcare Directive (Living Will), Remembrance & Services Memorandum, Personal Property Memorandum, (1) Deed Transfer of Real Estate to Trust, Full Trust Funding, Online or Mobile Notarization, Physical & Digital Portfolio, and Unlimited Attorney Consultation.
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Will Package
Includes: Last Will & Testament, Power of Attorney for Healthcare and Property, Healthcare Directive (Living Will), Remembrance & Services Memorandum, Personal Property Memorandum, Online or Mobile Notarization, Physical & Digital Portfolio, and Unlimited Attorney Consultation.
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Probate Package
Includes: Preparation and Filing of All Necessary Documents, Notification of Heirs and Creditors, Heirship Research, Asset Search, Representation at All Court Hearings, Preparation of Final Accounting, and Unlimited Attorney Consultation.
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Partial Probate
For probate cases that have already been filed.
Includes: Preparation and Filing of All Necessary Documents, Notification of Heirs and Creditors, Heirship Research, Asset Search, Representation at All Court Hearings, Preparation of Final Accounting, and Unlimited Attorney Consultation.
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Small Estate Probate
For estates with less than $100,000 in assets and no real estate.
Includes: Preparation of Small Estate Affidavit, Asset Search, Online Notarization, and Unlimited Attorney Consultation.
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Adult Guardianship
For uncontested guardianship proceedings for incapacitated adults
Includes: Preparation of All Necessary Documents, Notification to Family Members, Representation at All Hearings, and Unlimited Attorney Consultation.
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​Notarization not included with a la carte products.
Revocable Living Trust
Last Will and Testament
Power of Attorney - Financial & Medical
Healthcare Directive/Living Will
Quit Claim Deed
Transfer-on-Death Instrument
Life Estate Deed
Small Estate Affidavit
Asset Search
Document Review & Analysis
Trust Funding
Special Needs Add-On
Tax Planning Add-On
Legal Letter
Annual Guardianship Reports
Trust Restatement
Will Amendment