Trust Based Legacy Plan
$3,250.00
- Initial Consultation to determine needs, goals, and review of assets
- Meeting after documents created to ensure client’s wishes and intent have been captured
- Unlimited calls/email to ensure accurate details are incorporated into documents.
- Coordination with Financial Advisor as needed
- Document execution with notary and at least 1 witness provided.
- Completed Estate Plan Portfolio
- Trust
- Pour-Over Will
- Advanced Medical Directive
- Power of Attorney
- Personal Property Memorandum
- Instructions for funding Trust
- Electronic copy kept on file with firm
- Three Year Review of plan with revisions as needed.