Planning Packages
Showing all 4 results
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Select optionsComprehensive Estate Plan
$3,995.00Estates of $150,000.00 to $11,400,000.00 Essential Documents Planning Package
• Preparation of up to three (3) Real Estate Transfer Documents/Deeds (each additional deed cost $300)
• One (1) Comprehensive Trust Agreement
• Pour Over Wills-(up to two)
• Health Care Declarations including HIPAA provisions (up to two )
• Durable Power of Attorney for Health Care documents (up to two)
• Durable Power of Attorney documents (up to two)
• Certificate/Summary/Extract of Trust documents (10-12 originals)
• Formatted Letter(s) to appointed Successors/Trustees, with envelope(s)
• Comprehensive Trust Instructions-general and specific
• Various Funding Documents/Forms including:
■ Request to Transfer Accounts of General Assets
■ Request to Transfer Stock & Bonds
■ Request to Transfer Qualified Plans
• Complete Funding Instructions
• Expert Legal Consultations to customize your Estate Plan
• One year of complimentary Amendment(s)/Changes as per your request or as required by law
• Both Complimentary and Fee Based Settlement Assistance to your heirs upon your demise
• An awesome Referral Network to ensure all of your Estate Planning Goals and Objectives are met and exceeded.
• Complimentary financial review (if requested) -
Select options
Estate Preservation Package
$2,495.00• One (1) Comprehensive Trust Agreement
• Pour Over Wills-( up to two)
• Certificate/Summary/Extract of Trust documents (10-12 originals)
• Formatted Letter(s) to appointed Successors/Trustees, with envelope(s)
• Comprehensive Trust Instructions-general and specific
• Various Funding Documents/Forms including:
■ Request to Transfer Accounts of General Assets
■ Request to Transfer Stock & Bonds
■ Request to Transfer Qualified Plans
• Complete Funding Instructions
• Expert Legal Consultations to customize your Estate Plan
• Preparation of the Homestead Real Estate Transfer (Deed)
• Personal Delivery of Planning Documents to you by Notary Public
• Complimentary financial review (if requested)
* Additional Deed Preparation at rate of $300.00 per Deed. -
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Succession Forms Packages
$1,855.00Preparation of Succession forms:
Naked Ownership, Simple Uncontested (50% Ownership / 50% Usufruct with naked ownership to heirs).
Documentation required from customer:
- Property description
- Death Certificate
- Documentation of titled holdings in decedent’s name
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Select options
Tax Advantage Estate Plan
$4,997.00Estates over $11,400,000.00 Essential Documents Planning Package
• Preparation of up to three (3) Real Estate Transfer Documents/Deeds (each additional deed cost $300)
• One (1) Comprehensive Trust Agreement
• Pour Over Wills-(up to two)
• Health Care Declarations including HIPAA provisions (up to two )
• Durable Power of Attorney for Health Care documents (up to two)
• Durable Power of Attorney documents (up to two)
• Certificate/Summary/Extract of Trust documents (10-12 originals)
• Formatted Letter(s) to appointed Successors/Trustees, with envelope(s)
• Comprehensive Trust Instructions-general and specific
• Additional Tax Advantage Provisions
• Various Funding Documents/Forms including:
■ Request to Transfer Accounts of General Assets
■ Request to Transfer Stock & Bonds
■ Request to Transfer Qualified Plans
• Complete Funding Instructions
• Expert Legal Consultations to customize your Estate Plan
• One year of complimentary Amendment(s)/Changes as per your request or as required by law
• Both Complimentary and Fee Based Settlement Assistance to your heirs upon your demise
• An awesome Referral Network to ensure all of your Estate Planning Goals and Objectives are met and exceeded.
• Complimentary financial review (included)