WILL PACKAGES

Includes: Overview Memorandum, Will, Financial and Health Care Powers of Attorney, Health Care Directive, Disposition Instructions and Tangible Personal Property List.

TRUST PACKAGES

Includes: Overview Memorandum, Living Trust, Certificate of Trust, Pour-over Will, Financial and Health Care Powers of Attorney, Health Care Directives, Disposition Instructions, Tangible Personal Property List and Memorandum of Instruction on Funding your Living Trust.  

Factors that may contribute to increased flat fee quotes include, but are not limited to, complexity of tax planning (if necessary), complexity of asset disposition, unique asset composition and mixed family relations.