Trust Based Plan

Average Cost: $2,000-$2,500*
*Costs can vary based on needs and could exceed $2,500

Most people think that Trusts are only for the wealthy...but they are wrong. Trusts are excellent estate planning tools for ensuring your wishes are carried out, your children are protected, and your finances are secured in the event you need long term care. Trusts can also be written to incorporate provisions for Special Needs Care, Creditor Protection, Foreign Assets and Medicaid Planning. 

Our Trust Based Estate Plan includes all of the following: 

- Irrevocable or Revocable Living Trust

- Pour Over Will

- Health Care Power of Attorney

- Living Will

- Financial Power of Attorney

- Affidavit of Transfer on Death

- Certificate of Trust

- Instructions to the Trustee

- Assistance with Trust Funding

- HIPAA Waiver

Many people are familiar with cost effective Will based estate planning. 

Our Will Based Estate Plan includes all of the following: 

- Will

- Health Care Power of Attorney

- Living Will

- Financial Power of Attorney

- HIPAA Waiver

Average Cost: $250

Will Based Plan