A few years ago, my wife and I made our wills using a cheap online template – we had no idea what we were doing and figured it would be fine. That one-size-fits-all plan would’ve cost our kids $30,000 when it came time for them to inherit our estate compared to a plan done right.
That’s when I realized folks like you need someone to not just “make a plan”, but Make Your Plan.
I want to help you Make Your Plan, just like I’ve helped hundreds of other families.
I’m offering video-conferencing appointments for all appointments and my most popular packages, The Revocable Living Trust Package.
The Revocable Living Trust Package is designed to help you avoid probate and includes:
- Living Trust
- Pour-Over Wills
- Certificate of Trust
- Declaration of Trust
- Assignment of Personal Effects
- Durable Powers of Attorney
- Health Care Directives and/or “Living Will” (HIPAA compliant)
- HIPAA Waiver
- Disposition Instructions
- Deed to transfer primary residence to trust*
I’m looking forward to working with you! Contact me at firstname.lastname@example.org or (888) 632-6623 to Make Your Plan!
*Deeds only prepared for California properties. First deed is included in package; each additional deed is $100.
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