$795: Complete, attorney-drafted will & trust with financial and medical powers of attorney.
My mission is to provide my clients with strategies that create more control and certainty over their financial lives.
That includes having a plan for for their assets and powers of attorney while they are still alive and after they die.
The most common reasons people do not have both a will and trust in place are the following:
- They don’t know the difference between a will and a trust and the importance of having both
- Uncertainty around how to start and who to talk to
- Skepticism about how these services are priced and what the costs will be to them
If you don’t have a plan for what happens after you die, the government does.
Having a last Will & Testament in place is an important step, but even with this in place, your family will still have to go through the lengthy, often emotional, and sometimes contentious probate court process. You can allow your family to avoid all of that by creating and properly-funding a Revocable Living Trust.
Through my partnership with LegacyLock, I am offering a simple, easy, and complete solution to creating a will & trust with powers of attorney for a flat fee of $795.
You will be guided through a series of simple “yes or no” questions that walk you through the process of determining what you want to have happen with you and your assets while you’re alive and after you die. From this, you will receive real, attorney-drafted documents (not an online do-it-yourself template) and guidance on notarizing and funding your trust.
Of all the factors of putting a will & trust in place, getting it done is the most important.
LegacyLock is the simplest, most cost-effective way that I’ve seen for making this happen.
Included in the $795 flat fee:
Attorney-Drafted
Revocable Living Trust
Income-Only Option
A/B Trust Option
Last Will & Testament
Certificate of Trust
Financial Power of Attorney
Medical Power of Attorney
Living Will
Advance Directives
Online Funding Kit
Unlimited Funding Letters
Unlimited Changes in the Future
(Flat fee does not include additional third-party fees for things such as property deed transfers and notary services. Unlimited changes requires a $35/yr annual subscription.)