Estate Planning Services

For married couples or individuals. Includes Revocable Trust, Certification of Trust, Power(s) of Attorney (finances), Advance Health Care Directive(s)/Power of Attorney for Health Care, HIPAA Release(s), Pour Over Will(s) and Property Agreement (For Community Property States Only).  

For married couples or individuals. Includes Will(s), Power(s) of Attorney – Finances, Advance Health Care Directive(s)/Power(s) of Attorney for Health Care, and HIPAA Release(s). 

This includes Financial Power of Attorney, Advance Health Care Directives/Power of Attorney for Health Care, and HIPAA Release for one person. This is commonly used for children going away to college.

Did you create a trust with another entity but are seeking a restatement? No problem. We are here to help!

Available for returning clients who have previously completed a plan with us.

This assigns a business interest to a trust for probate avoidance purposes.  

This service includes pulling of the last recorded deed, deed preparation, and preparation of all state and county-specific documents. 

When adding this service to your plan, an attorney in your state will review this document with all of your details provided and mark it as in good order in the context of all the information provided. An additional document will be added to your plan with that attorney's summary of their review and statement in good order. 

This is currently available for California, Texas, Alaska, Arizona, Idaho, Kentucky, Maryland, Nebraska, New Hampshire, New Mexico, Oregon, Pennsylvania, Utah, and Washington, D.C.

When adding this service to your plan, an attorney in your state will conduct a 30-minute Zoom Video call. After the Zoom call, if any material changes are made that would require an update to the documents and the Attorney Review Letter, the Attorney will notify us of the changes and update the Attorney Review Letter. The updated documents and letter will be completed within 5 business days. 

This is currently available for California, Texas, Alaska, Arizona, Idaho, Kentucky, Maryland, Nebraska, New Hampshire, New Mexico, Oregon, Pennsylvania, Utah, and Washington, D.C.

For added convenience, we offer mobile notary services. You can sign your documents in the comfort of your own home or preferred location. We strive to provide a smooth and hassle-free signing experience.