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All packages include one-on-one sessions, Last Will and Testament (or pour over will), Kids' Protection Plan, Power of Attorney, Healthcare Directives, etc.
Secure your legacy with our Last Will and Testament Package. Guided by your PFL. we craft a comprehensive legal document detailing asset distribution and guardianship preferences. Ensure your loved ones' futures are protected, while minimizing complications. Choose confidence in the face of life's uncertainties with our tailored package.
Estate tranquility begins with our Trust Package. As your PFL, we create a customized trust reflecting your unique desires. Avoid probate, and preserve confidentiality. Partner with us to ensure a secure and efficient legacy that echoes your values. Your trust, our expertise – a lasting partnership.
Safeguard your wealth with our Asset Protection Plan. Collaborate with your PFL to shield your assets from potential risks and legal liabilities. Tailor a strategy that ensures your hard-earned resources are secure, giving you peace of mind for your financial future. Your protection, our priority.
We understand that sometimes everyone isn't ready to create a full plan and looking for something specific. We now have attorney prepared unbundled services.
Attorney prepared will. Includes one 1-hour peace of mind session with attorney. Additional charges for additional sessions.
Attorney prepared trust. Includes two 1-hour sessions with attorney (Design meeting and Signing Meeting)
Additional charges for additional sessions
Unlock peace of mind and preparedness with our Attorney-Drafted Power of Attorney service. Life can be unpredictable, but with this legal document in your arsenal, you're in control, even when circumstances take an unexpected turn.
Empower your medical choices with our Healthcare Directives service. Craft clear and legally binding instructions for your healthcare preferences. We guide you through sensitive decisions, ensuring your wishes are honored. Secure peace of mind knowing your health decisions align with your values.
Capture your wisdom with our Life Legacy Interview service. As a compassionate facilitator, I'll help you share your life's stories, values, and lessons. Preserve your legacy for future generations through recorded interviews that celebrate your unique journey. Your voice, your story – an enduring gift for your loved ones.
These services can be added on to your current services or as an a la cart for services performed previously.
Seamless wealth transfer ensuring you assets are titled and integrated into your trust.
Elevate your confidence with our Document Review service. We meticulously assess your legal documents to ensure accuracy and alignment with your objectives. Gain peace of mind knowing your important papers are error-free and effective. Trust in our expertise for a seamless legal journey.
Unlock peace of mind with our Estate Plan Review service. We assess your plan to ensure it aligns with your current goals. Receive expert insights, updates, and fine-tuning for airtight trust documents. Safeguard your legacy and make informed decisions with our trusted review process.
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The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established. Click Here for a full disclaimer.
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