What Estate Planning documents does each plan include?

We offer 3 plans to support your estate planning needs- our Basic Will, Full Will and Trust.

Our Basic Will allows you to specify details regarding your funeral planning and burial preferences. You can also designate where your assets will go.

Our Full Will plan offers customizable asset distribution for tailored estate planning, guardian designation for both children and pets, healthcare directives and powers of attorney for peace of mind, a living Will and HIPAA authorization to express your medical preferences, and a detailed asset schedule for comprehensive organization. Secure your legacy and provide for your loved ones with confidence.

Our Trust plan delivers comprehensive estate protection, featuring a Revocable Living Trust for heightened privacy and complete avoidance of probate. Elevate your estate planning experience with our Trust plan, ensuring maximum protection and peace of mind for your legacy.

Below is a summary of what is included in each:

What’s included	Basic Will	Full Will	Trust
Last Will & Testament A document that provides control over what happens to your assets after death.	Y	Y	Y
Designate where your assets will go Determines who gets your assets - bank deposits, brokerage accounts, vehicles, real estate, etc.	Y	Y	Y
Specific distribution of assets Provides fine-grain control over which individuals get specific assets.		Y	Y
Living Will Outlines your preferences for medical care if you are otherwise incapacitated.		Y	Y
Guardianship for minor children A document that outlines who should take care of your children in the event of an untimely passing.		Y	Y
Advanced Healthcare Directive (AHCD) Similar to a Living Will, but also includes important information about health conditions.		Y	Y
HIPAA Authorization Provides for the disclosure of protected health information.		Y	Y
Healthcare Power of Attorney (POA) Designates a specific person to make medical conditions on your behalf.		Y	Y
Financial Power of Attorney (POA) Designates a specific person to make financial decisions on your behalf.		Y	Y
Schedule of Assets A table of contents for all your assets - bank accounts, brokerage accounts, real estate, collectibles, etc.		Y	Y
Revocable Living Trust A document that allows you to transfer assets into a separate legal entity that will continue beyond your life - with your assets being disposed of per the guidelines you create.			Y
Trust Funding Guide Helpful information with everything you need to know about funding a trust.			Y
Avoiding Probate Court Skipping the time-intensive and costly probate process.			Y

If you’re still not sure which plan is best for you, our assessment can help you determine which suits your situation.

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