Common Estate Plan Documents

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Documents commonly included in a

TOD PLAN

(NonProbate Transfers Plan for an Individual)

- Last Will & Testament

- Beneficiary Deed (for residence)

- Durable Power of Attorney for Personal Financial Decisions

- Durable Power of Attorney for Health Care Decisions

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

- NonProbate Deed of Gift (for tangible personal property)

- Instructions for Retitling Assets into NonProbate Form

A few of the main benefits of such plan include the avoidance of probate, ease of implementation and low cost. An average cost for such plan ranges from $750 to $950 depending upon the client's unique estate planning objectives and desired documentation. The total cost (a flat fee) is quoted in advance during the client's conference.

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Documents commonly included in 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

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

- General Warranty Deed or Beneficiary Deed (for residence)

- Assignment of Tangible Personal Property (into trust)

- Detailed Instructions for Retitling Assets into Trust

A few of the main benefits of such plan include avoidance of probate, secure planning method, full control over distribution of assets. An average cost for such plan ranges from $975 to $1,200 depending upon the client's unique estate planning objectives and desired documentation. The total cost (a flat fee) is quoted in advance during the client's conference.

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Documents commonly included in 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 Financial Decisions (2)

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

- Advance Health Care Directive (2) (right-to-die statement)

- General Warranty Deed or Beneficiary Deed (for residence)

- Assignment of Tangible Personal Property (into trust)

- Detailed Instructions for Retitling Assets into Trust

A few of the main benefits of such plan include avoidance of probate, secure planning method, full control over distribution of assets. An average cost for such plan ranges from $2,400 to $2,950 depending the clients' unique estate planning objectives and desired documentation. The total cost (a flat fee) is quoted in advance during the clients' conference.