Estate Planning

Our role is to guide you through the process and play devil's advocate! Click here for a helpful, and sometimes thought-provoking," target="_top"> Estate Planning Questionnaire to complete in preparation.  

Documents are prepared by an Estate Planning Attorney.

A full set of documents includes:

• Revocable Living Trust or Will (depending on your personal situation)
• Asset Funding Guide
• Financial Power of Attorney
• Healthcare Power of Attorney
• HIPPA Authorization
• Living Will / Advance Directive

The process:

• Determine needs with the help of an estate planning attorney.
• Complete questionnaire & gather relevant information. 
• Email completed questionnaire to my office.
• Meet to discuss choices and verify input data. 
• Pay for your full set of documents listed above.
• Bound documents will be delivered to my office.
• Execute documents (witness and notarize).
• If using a Trust, I will help you with updating beneficiaries and retitling assets.
• If your home is retitled into the name of your trust – the fee to change the deed is $150 plus recording fees of $20-$40 depending on the county.
• Invite whomever you choose to access your documents safely stored in the cloud.

Have a change of heart, or remember something new? Changes can be made to your documents for 90 days after they are executed – at no charge.

Prices:

Trust:                          $ 2,000   single or a couple (discounts may apply for VFP clients)
Will:                             $ 300     per person
Amendments:           $ 125     each
Funding:                     $ 150     deed transfer

Learn more about EP Navigator here.

Access your online Estate Planning Documents here.