Services & Packages

Below are examples of popular estate planning packages. Every person is unique and every plan will be, too. Whether you need a simple will or a complex trust, my services always include finding the perfect plan for you.

Basic Young Parents Plan

for the parents with minor children
  • Wills with a testamentary trust for the kid(s)
  • Health Care Directives
  • Powers of Attorney

Plan 18

for the bird about to leave the nest
  • Health Care Directive
  • Power of Attorney
  • Digital Asset Authorization

Small Business Owner Plan

for the person with a different kind of baby to protect
  • Business Succession Trust
  • Health Care Directive
  • Power of Attorney
  • Partnership Agreement

Group rate

Ask me about how to host an estate planning party and take advantage of my group discount!

Schedule a Consultation