Comprehensive Estate Planning Package - Tier 2

Provides robust, complete protection for your family by avoiding probate where possible, ensuring smooth administration, and keeping everything in order.

Ready to take the next step in securing your legacy? Our Comprehensive Estate Planning Package is designed for those with more complex needs who want to ensure every detail is covered. This package goes beyond the basics to provide you with personalized guidance on trusts, including the option to set up a UTMA trust to maximize assets and benefits for your beneficiaries. With additional attorney time and expert advice on guardianship and conservatorship, you can feel confident that your future and the well-being of your loved ones are fully protected.

What's Included in the Comprehensive Package?

This package is built for peace of mind, offering a detailed approach to your estate plan. We'll work with you to discuss and draft a full suite of essential documents, including:

Last Will & Testament: Ensures your assets are distributed according to your wishes.
Durable Financial and Healthcare Power of Attorney: Appoints someone to make financial and medical decisions on your behalf if you become incapacitated.
Living Will: Specifies your wishes for medical treatment at the end of life.
HIPAA Authorization: Grants permission for designated individuals to access your protected health information.
Limited POAs: Provides tailored authority for specific situations - as the name entails these are more limited in scope than the financial and healthcare POA.
Letter of Instructions to Beneficiaries: Offers personal guidance and wishes to your heirs. Provides clear instructions of steps to follow upon your passing, and points to the location of the necessary legal documents.
Life Insurance Trust: Helps manage and protect life insurance proceeds to help these funds bypass the probate process.
Guardian/Conservatorship Designation & Instructions: Appoints a guardian for your minor children or disabled loved one and a conservator for their finances.
UTMA Certification & Guidance: Assists in setting up a trust to manage and transfer assets to minors.

Our goal is to create a robust plan that not only protects your assets but also ensures your wishes for your family's future are legally and effectively carried out.