Tell us about yourself and we'll match you with the appropriate estate plan.
Start with who the plan is for, then select all items that may apply to you.
Who is this plan for
Your household
What you own
What you want your plan to do
Does any of this apply
Your match
Start above
Choose who this plan is for and we'll match you.
Foundation
as low as $500.00* per payment for
3 payments
$0
Down
Flexible Payment Options
Pay in 2 or 3 monthly payments
Pay in full $1500
Establish a thorough blueprint for distributing your
assets,
stipulating your instructions for medical care during times of need, and
nominating guardians to care for your children.
Important: Even with a will, your
property must
go into probate court to be settled. Probate is an expensive, long, and
public
legal proceeding to resolve a deceased person's estate. In addition,
your will
can be challenged in probate court by third parties.
Nominate who should
take care
of your child(ren) and/or pet(s)
Decide who will
handle your
affairs including final arrangements
Leave specific gifts
(money,
personal affects, real estate, etc.)
Determine who gets
what
Note any special
requests
Decide what should
happen if
you are incapacitated in a medical emergency
Name health care
agents and
instruct them how to handle difficult medical decisions
Consultations with
legal and
financial experts
Documents and support include:
Last Will & Testament
Power Of Attorney For Medical Decisions
Advanced Medical Directives
Power Of Attorney For Financial Decisions
Safeguard your legacy with EverGuard™ -
our
exclusive continuous protection program.
This optional add-on, at just $250 per year, shields your
hard-earned
assets for generations.
Legacy
as low as $1,300.00* per payment for
3
payments $0
Down
Flexible Payment Options
Pay in 2 or 3 monthly payments
Pay in full $3900
Our most comprehensive and complete plan to protect
your
assets
and those you love. Control your assets and ease the burden on your
family
by
avoiding the complexity, time delays, costs and loss of privacy of
probate
court
procedures.
Important:Trusts avoid the probate
court,
they cannot be challenged and are completely private.
Ensure
that your assets are managed for the benefit of your heirs,
according to
your wishes
Save
money, time and stress by avoiding probate litigation
Keep the
settlement of your affairs private
Avoid
legal challenges to your instructions
Speedy
transfer of assets such as money, investments, real estate or
business
interest to your heirs or other beneficiaries
Parcel
out inheritances over time
Add
special conditions for distributing you assets
Protect
and provide for minors and or beneficiaries with special needs
Address
family dynamics such as divorce or blended families, etc.
Documents and support include:
Revocable Trust
Instructions For Funding Your Trust
Last Will & Testament
Power Of Attorney For Medical Decisions
Advanced Medical Directives
Power Of Attorney For Financial Decisions
Assignment Letters & Deeds To Transfer
Assets To
Your Revocable Trust.
Schedule Of Trust Assets
Schedule Of Non-Trust Assets
Safeguard your legacy with EverGuard™ -
our
exclusive continuous protection program.
This optional add-on, at just $250 per year, shields your
hard-earned
assets for generations.
Premier
Couples, joint trust-based plan
Pay in full $4,500
Your attorney confirms this at your consultation and can change it if your situation calls for something different.
