Comprehensive Estate Plan
$3,995.00
Estates 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)
Description
The staff at Choice Legal Forms will keep you informed regarding the processing, completion and fulfillment of purchased documentation. Documents are forwarded with instruction for execution. Processing time may vary per product.
Intake and additional documentation, as needed, required from customer.
Preparation Time: 2-4 weeks from receipt of all required items. Additional fees may apply for consultative services and additional documents required.
Additional information
| Married or Single | Married, Single |
|---|
Related products
-
Select optionsEstate 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. -
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) -
Add to cartMORE INFO
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
Reviews
There are no reviews yet.