Call Now: 704-288-4700 or Request A Call From Our Firm
FeaturesLite$2,000StandardMost Popular$3,000Premium$5,000
Attorney Meetings234+
Living Trust (Outright Distributions and Same Distributions For Both Spouses) See "Upgrades" Below For Additional OptionsYesYesYes
Certification of TrustYesYesYes
Declaration of TrustYesYesYes
Assignment of Personal PropertyYesYesYes
Pourover Will(s)YesYesYes
Durable Financial Power(s) of AttorneyYesYesYes
Health Care Power(s) of AttorneyYesYesYes
Advance Health Care Directive(s) (Living Will)YesYesYes
HIPAA Medical Records Release(s)YesYesYes
Estate Plan Owner's ManualYesYesYes
Document LocatorYesYesYes
Declaration Regarding Final ArrangementsYesYesYes
Trust Funding ToolkitYesYesYes
Free Check-Up Every 3 YearsYesYesYes
Digital Copies of Signed Estate Plan Documents on Disc & Stored in Our SystemNoYesYes
Free Post-Mortem Consultation with TrusteeNoYesYes
Fiduciary Letters Explaining Role and ResponsibilitiesNoYesYes
Family Legacy Interview - 30 Minute Audio RecordingNoYesYes
Comprehensive Successor Trustee ManualNoNoYes
Trust Funding ProcessFunding Letter Forms ProvidedTrust Funding Guarantee: Customized Funding and Transfer Letters with Unlimited Assistance and Follow-UpFull Service Funding Provided By Our Office, Requires Minimal Client Involvement
Real Estate Transfer Deeds1Up to 3Up to 5
Discount on Advanced Planning*$500$1,000$1,000

Additional Upgrades

Estate Planning - It’s all about your Family

What would happen to your family if something happened to you tomorrow?

Call us today 704-288-4700 or Request A Call From Our Firm