The Core Planning Package
Included in our Wills-only core planning package: a will, power of attorney, health care proxy, living will, and appointment of agent to control disposition of remains. For more robust planning, the Lifetime Trust planning package consists of a pour-over will, lifetime revocable trust, power of attorney, health care proxy, living will, and appointment of agent to control disposition of remains.
For more robust planning, the Lifetime Trust planning package consists of a pour-over will, lifetime revocable trust, power of attorney, health care proxy, living will, and appointment of agent to control disposition of remains.
Our Process
Clients can move through our simple 4 step process within a few weeks or (more typically) a few months.
Consulation
Talk to us in person, on Zoom, or on a call so we can walk you through the process, assess your needs and recommend the right package. There’s no charge for the getting-to-know each other process.
Information
We’ll provide you with a few questionnaires to fill out so we can get the proper package setup for your needs.
Blanks & Brackets
Our first drafts may have a few blanks and brackets, but as we answer your questions and tailor the drafting to your specific goals, we’ll revise and refine until you have a plan that you understand and approve.
Final Draft
When you approve the final documents you’ll come in one last time to sign them with witnesses. You’ll have the option of storing the original with us at no extra cost.
