You may wish to print this page for future reference

~

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 in this TOD PLAN ranges from $725 to $925 (per individual) and includes the above custom-drafted 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 usually provided to current clients seeking to amend or update their existing estate plan documents. Discounts are also provided to prospective clients based upon need. Please contact us for information about discounts.

~

Documents included as part of a

TRUST PLAN

(Revocable Living Trust Plan for an Individual)

- 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 in this TRUST PLAN ranges from $1,475 to $1,875 (per individual) and includes the above custom-drafted 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 usually provided to current clients seeking to amend or update their existing estate plan documents. Discounts are also provided to prospective clients based upon need. Please contact us for more information about discounts.

~

Documents included as part of a

JOINT TRUST PLAN

(Joint Revocable Living Trust Plan for Couples)

- Joint Revocable Living Trust (1)

- Last Will & Testament (2)

- Durable Power of Attorney for Personal Financial Decisions (2)

- Durable Power of Attorney for Health Care Decisions (2)

- Advanced Health Care Directive (2) (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 in this JOINT TRUST PLAN ranges from $1,975 to $2,975 (total for the plan) and includes the above custom-drafted 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 usually provided to current clients seeking to amend or update their existing estate plan documents. Discounts are also provided to prospective clients based upon need. Please contact us for more information about discounts.

                                  Updated January 2020