Full Service Planning
Comprehensive Packages
All packages include one-on-one sessions, Last Will and Testament (or pour over will), Kids' Protection Plan, Power of Attorney, Healthcare Directives, etc.
Will Based Plan
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.
Trust Based Plan
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.
Asset Protection Plan
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.
Unbundled Services
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.
Last Will and Testament
Attorney prepared will. Includes one 1-hour peace of mind session with attorney. Additional charges for additional sessions.
Revocable Living Trust
Attorney prepared trust. Includes two 1-hour sessions with attorney (Design meeting and Signing Meeting)
Additional charges for additional sessions
Lifetime Asset Protection Trust
Power of Attorney
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.
Healthcare Directives
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.
Life Legacy Interview
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.
Add-On Services
These services can be added on to your current services or as an a la cart for services performed previously.
Trust Funding
Seamless wealth transfer ensuring you assets are titled and integrated into your trust.
Document Review
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.
Estate Plan Review
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.