Estate Planning Package

If you haven’t engaged a lawyer previously for estate planning purposes, this is the package for you. It comes with all of the legal documents and advice most people need for planning their estate:

  • A revocable living trust: provides instructions to your executor
  • A pourover will: ensures any property not in the trust is inherited by the trust.
  • A testamentary trust (if applicable): used primarily for life insurance.
  • Powers of attorney: grants your executor authority to make medical and financial decisions for you.