Estate Plan Documents

Any document set forth below can be drafted and

provided separately from any plan

~

Documents included in a

TOD PLAN

(Non Probate 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 Non Probate 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 an individual TOD plan ranges from $950 to $1,250 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 initial conference.

~

Documents 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 an individual Trust plan ranges from $1,550 to $1,850 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 initial conference.

~

Documents 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 a Joint Trust plan ranges from $2,750 to $3,250 depending the clients' unique estate planning objectives and desired documentation. The total cost (a flat fee) is quoted in advance during the clients' initial conference.