The Essentials Package

Covering all the bases, we ensure your essential estate planning documents are crafted to reflect your wishes, including:

• Will

• Power of Attorney for Property

• Power of Attorney for Personal Care

• Affidavits of Execution

• A memo to the executor and guardian for a minor containing further detailed instructions beyond your initial will

• A comprehensive estate inventory

• Periodic estate plan review check-ins

The Comprehensive Package

Estate planning involves more than preparing individual documents, it’s about creating a plan that reflects your goals, your family, and your future.

We offer comprehensive estate planning services to help you protect what matters most.

With a comprehensive estate plan, in addition to the documents in the Essentials Package, we include:

• A memo to the executor with detailed instructions beyond the will

• Specified funeral and burial instructions

• A memo to guardians (for clients with minor children) with specific instructions beyond the scope of a will