Estate Planning
All adults, regardless of family status or net worth, should have an estate plan, but up to 68% of Americans do not. Estate plans help you pass your possessions to loved ones after your death, obtain medical care according to your wishes (even if you become incapacitated), and provide assets to loved ones during your lifetime.
Alex offers two packages to fit common needs, as well as offering a-la-carte services to be priced depending on needs. Set up a free consultation to discuss what your needs are! After the initial consultation, you will receive a questionnaire that you can work on at your own pace. Prices are negotiable based on need because everyone should have an estate plan. Specialized types of trusts, including special needs trusts, are available as well! If you’re not sure what you need, let’s talk.
Basic Package
This package is perfect for people who do not own a home and want to ensure that their end-of-life needs are arranged and their next-of-kin does not need to struggle with handling their affairs.
Includes:
Last Will & Testament
Durable Power of Attorney
Advanced Healthcare Directive (including HIPAA Waiver and Dementia Directive)
Funeral Instructions
Summary of accounts, finances, insurance, and identity
For a Single Person: $2,500
For a Couple: $3,000
Trust Package
This package is designed for people or couples who own a home (or two) or have minor children.
Includes:
Living Trust
Transfer of Real Property into the Trust
Last Will & Testament
Durable Power of Attorney
Advanced Healthcare Directive (including HIPAA Waiver and Dementia Directive)
Funeral Instructions
Summary of accounts, finances, insurance, and identity
For a Single Person: $4,000
For a Couple: $4,500
