Missouri Estate Planning
Missouri Estate Planning

You may wish to print this page for future reference

and estate planning discounts (see below)

 

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Documents included as part of a

TOD PLAN (Nonprobate Transfers Plan)

 

- Last Will & Testament

- Beneficiary Deed (for residence)

- Durable Power of Attorney for Personal Financial Decisions

- Durable Power of Attorney for Health Care Decisions

- Advanced Health Care Directive (right-to-die statement)

- NonProbate Deed of Gift (for tangible personal property)

- Instructions for Retitling Assets into NonProbate Form

 

Your investment for this TOD PLAN is $725.00 (per person) and includes the above documents and a conference to review and formally sign your documents. The main benefits of such plan include the avoidance of probate, ease of implementation and low cost. Discounts are provided to clients based upon need. If you print this page and bring it with you to the initial conference you will receive a $25.00 discount on this TOD PLAN.

 

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Documents included as part of a

TRUST PLAN (Revocable Living Trust Plan)

 

- Revocable Living Trust

- Last Will & Testament

- Durable Power of Attorney for Personal Financial Decisions

- Durable Power of Attorney for Health Care Decisions

- Advanced Health Care Directive (right-to-die statement)

- General Warranty Deed or Beneficiary Deed (for residence)

- Assignment of Tangible Personal Property (into trust)

- Instructions for Retitling Assets into Trust

 

Your investment for this TRUST PLAN is $1,450.00 (per person) and includes the above documents and a conference to review and formerly sign your documents. The main benefits of such plan include avoidance of probate, secure planning method, full control over distribution of assets and reasonable cost. Discounts are provided to clients based upon need. If you print this page and bring it with you to the initial conference you will receive a $50.00 discount on this TRUST PLAN.

 

 

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