Typically recommended for clients whose estate assets exceed $100,000 or if they own real property. This package is also recommended for blended families.

Includes initial consultation, research of real estate deeds and review of financial accounts; documents, signing appointment and notary fee.

Documents prepared for each individual are:

• Last Will & Testament - Pourover Will

• Healthcare Directive

• Power of Attorney

• Trust Declaration

• Trust Certification

• Trust Transfer Deed(s) for Real Property

• Itemized Schedule of Trust Assets (Schedule A)