Will package:
- Will for each spouse, with testamentary trust provisions for children when appropriate
- Durable power of attorney for each spouse
- Advance directive for each spouse
- Appointment of person to make decisions regarding disposition of remains for each spouse
Revocable living trust package:
- Revocable living trust
- Pour-over will for each spouse
- Durable power of attorney for each spouse
- Advance directive for each spouse
- One deed to transfer property into the trust, with additional deeds available as needed
- Certification of trust
Additional services may be needed for more complex families, property arrangements, or tax-sensitive planning. Those costs should be discussed and documented clearly in a fee agreement.
Keep exploring this section.
What Is a Will?
Understand what a will does, what it does not do, and how it directs probate and guardianship planning.
Read moreWhat Is a Revocable Living Trust?
Learn how revocable living trusts can help with both incapacity planning and post-death administration.
Read moreIs a Will or a Revocable Living Trust Right for Me?
Compare common factors that influence whether a will package or trust package is the better fit.
Read moreEstate Planning for Parents
See why planning matters especially for parents of minor children and how guardianship and trusts fit in.
Read moreWhat Should I Expect at Estate Planning Appointments?
Understand the intake, document review, and signing stages of the estate planning process.
Read more