Online Estate Planning Service

Essential Planning Package

• Living Trust with Disclaimer Planning: Protect your assets with a living trust designed to include disclaimers that address potential future issues, ensuring your estate plan remains effective and flexible.

• Pour-Over Will: This crucial document ensures that any assets not transferred to your trust during your lifetime will be poured over into your trust upon your death, securing your estate.

• General Durable Power of Attorney: Designate someone to make financial decisions on your behalf if you become incapacitated, ensuring that your affairs are managed according to your wishes.

• Advance Care Directive (Living Will): Outline your preferences for medical treatment and end-of-life care to guide your healthcare decisions when you're unable to communicate them.

• Healthcare Surrogate Designation: Appoint a trusted individual to make healthcare decisions for you if you're unable to do so yourself, ensuring your medical care aligns with your preferences.

• HIPAA Authorization: Grant permission for healthcare providers to share your medical information with designated individuals, ensuring your family or trusted contacts are informed about your health status.

Advanced Planning Package

• Living Trust with A/B Planning: Implement a trust strategy that includes A/B planning, which can help minimize estate taxes and protect assets for your beneficiaries.

• Irrevocable Life Insurance Trust: Establish a trust to hold your life insurance policy, ensuring that the death benefit is excluded from your estate and providing tax benefits.

• Pour-Over Will: Similar to our Essential Planning Package, this will ensures any remaining assets are transferred to your trust upon your death.

• General Durable Power of Attorney: As with the Essential Package, this document allows for the management of your financial affairs if you become incapacitated.

• Advance Care Directive (Living Will): Clearly document your medical treatment preferences and end-of-life care instructions.

• Healthcare Surrogate Designation: Appoint someone to make healthcare decisions on your behalf if needed.

• HIPAA Authorization: Authorize the sharing of your medical information with chosen individuals.

• A/B Planning for Living Trust: Incorporate advanced strategies to manage estate taxes and protect assets, providing long-term security for your beneficiaries.

Available Add-Ons

• Deed Transfer Service: Facilitate the transfer of real estate property into your trust, ensuring it is managed according to your estate plan.

Additional Services for Clients with Unique Requirements

We offer tailored solutions to address specific needs or complex situations. Contact us to discuss how we can customize our services to fit your unique requirements.

Lets understand in simple way. A person worked hard all his life. He built a home, raised a family, and saved for the future. Now, imagine how his loved ones will be after he is gone. Will they be okay? Will they know what to do? This is where estate planning comes in.

Estate planning is like a roadmap for everyone’s life journey. It’s a legal process that helps to decide what will happen to a person belongings like money, home, favorite possessions, etc when he is no longer around. It is like writing a love letter to his family, guiding them on how he wants things to be.