Estate Planning includes several different types of documents and services. 

Here’s what we provide as a baseline:

• Pour Over Will
• Trust Agreement
• Power of Attorney
• Advanced Healthcare Directive
• Personal Property Memorandum
• Assignment of Personal Property
• Asset Inventory
• Funding Instructions
• DocuBank Membership
• Kids Protection Plan
• Legacy Interview

There are many other things that can be added, such as a Pet Trust, a Special Needs Trust, etc… These can be addressed during the design meeting.