Core planning documents
Packages from $2,000Depending on your family and estate, your plan may include:
- Revocable Trust
- Pour-Over Will
- Durable Medical Power of Attorney
- Durable Financial Power of Attorney
- HIPAA Release
- Medical Directive / Living Will
- Declaration of Guardian in the Event of Later Incapacity
- Certification of Trust
- Trust IDs
- Funding Instructions
- Trust Summary
- Trust Quick Glance Page

