Estate Planning 

~ Document Preparation Service ~


Full Estate Plan package for 1 flat fee of $2500

Clients provided with customized notebook for safe keeping and organization of all Estate Planning documents

Each Estate plan package includes:

1) Revocable Living Trust

2) Power of Attorney for Health Care Decisions

3) General Power of Attorney

4) Pour-over Will

5) Advance Healthcare Directive (optional)

Through estate planning, you can determine:

  • How and by whom your assets will be managed for your benefit during your lifetime if you ever become unable to manage them yourself.

  • When and under what circumstances it makes sense to distribute your assets during your lifetime.

  • How and to whom your assets will be distributed after your death.

  • How and by whom your personal care will be managed and how health care decisions will be made during your lifetime if you become unable to care for yourself. 


Many people mistakenly think that estate planning only involves the writing of a will.  Estate planning, however, can also involve financial, tax, medical and business planning.  A will is part of the planning process, but you will need other documents as well to fully address your estate planning needs.


With a revocable living trust (also known as a revocable inter vivos trust or grantor trust), your assets are put into the trust, administered for your benefit during your lifetime and transferred to your beneficiaries when you die -- all without the need for court involvement (also known as Probate).  A living trust does not, however, remove all need for a will.  Generally, you would still need a will -- known as a pour over will -- to cover any assets that have not been transferred to the trust

What is a Revocable Living Trust?
A revocable Living Trust allows you to transfer the ownership of your property (i.e. your real estate, checking and savings brokerage accounts, mutual fund accounts, online trading accounts, etc.) and other personal property (such as artwork, coin collection, tools, furniture, personal effect, etc.) from your name into your trust (which you own), as the trustee (who makes financial decisions).

You, the trustee, will simply continue as before to exercise the same control over everything you did previously, but the advantage is your assets and your loved ones will ovoid the publicity, delay and expensive costs of both probate and conservatorship. Since you no longer own anything in your name, there is nothing to probate if you die or become disabled.