Living Trust & Will Package

$999.00

Description

 

Living Trust and Wills

Living trusts and wills both direct asset distribution, but a living trust avoids probate, is private, and performs during your lifetime (including incapacity), while a will only takes effect after death, and has a possibility of going through public probate, and is used to name guardians for minors. A “pour-over will” is usually paired with a trust to manage assets not transferred before death.

$999 for a single person – includes:

1. Abstract of the Living Trust

2. Declaration of the Trust

3. Advanced Health Care Directives

4. 1 free month of coaching and probate guidance* (If in pending or active probate, please consult a licensed attorney.)

$1,299 for Couples or Partners – Includes items 1 – 4 for both spouses/partners.  If not married, may be subject to full price*.