Package Prices

Living Trust for Couples $2750 

Living Trust for Individual $2000

Package Includes

Revocable Living Trust- A living trust is a legal document that allows an individual (the grantor) to place assets into a trust during their lifetime, with the intention of managing those assets for their benefit during their life and distributing them to named beneficiaries or charities after their death. A living trust is often used as a tool for estate planning to avoid probate, maintain privacy, and ensure efficient asset management.

Personal Property Assignment- A Personal Property Assignment to a Living Trust is a legal document that transfers ownership of an individual’s personal property (non-titled property) to their living trust. This process ensures that the personal property is included in the trust, so it can be managed and distributed according to the terms of the trust during the grantor's lifetime or upon their death.

Pour-Over Will- A pour-over will acts as a backup to capture any assets the grantor unintentionally left out of the trust. These assets might include newly acquired property, overlooked accounts, or personal items that weren’t formally transferred to the trust.

Durable Financial Power of Attorney- A Durable Financial Power of Attorney is a legal document that allows an individual (the principal) to designate a separate individual (the agent or attorney-in-fact) to manage financial matters on behalf of the principal during their life if they become incapacitated or are otherwise unable to manage their affairs. While a living trust covers assets transferred into the trust, a durable financial power of attorney complements the trust by addressing financial matters that may fall outside of the trustee’s scope.

Durable Medical Power of Attorney- A Durable Medical Power of Attorney (also known as a Healthcare Power of Attorney) is a legal document that allows an individual (the principal) to appoint another person (the agent or attorney-in-fact) to make healthcare decisions on their behalf if they become unable to do so during their life. This document ensures that the principal's medical care aligns with their wishes when they cannot communicate or make decisions themselves due to incapacity or illness.

Living Will- A living will is a legal document that outlines your preferences for medical care and treatments in the event you become unable to communicate your wishes due to incapacity or terminal illness. It primarily addresses decisions regarding life-sustaining treatments and end-of-life care, providing guidance to healthcare providers and loved ones about your preferences.

*One Deed- Additional Deeds are $100 each.

*Client is responsible for all filing fees on deeds