We will draft a comprehensive estate plan tailored to your needs for a flat fee with no hidden charges. The following items are included in the flat fee:
- Initial meeting,
- Preparation of the following documents:
- A “Family/Revocable Trust”
- Pour-over will
- Durable Power of Attorney for Finance
- Advance Health Care Directives
- Medical privacy release (HIPAA)
- Brief telephone calls about your estate plan
- Minor changes to the draft documents-examples: changing agent names “filling in some blanks”
- Schedules of your trust and non-trust assets
- Trust transfer deed and a Preliminary Change of Ownership Report for your residence
- Preparation of final documents for you to sign,
- A meeting to sign documents in our office
- Notary fees for documents prepared
- An additional copy of your documents along with your originals