Services

1. Initial Free consultation to review your assets and objectives and advise you:
• What you should do
• Why you should do it 
• How long it will take 
• How much it will cost
2.  Prepare Estate Planning Documents:
• Revocable Trust Agreement
• Short Form Trust 
• Pour Over Will 
• Power of Attorney 
• Conveyance documents 
• Instructions for funding Trust/Sample Letters & Guidelines 
• Advance Health Care Directive 
• Plan Summary (Summary letter) 
• Funeral and burial Instructions worksheet 
• Document Location Record 
• Financial balance sheet/trust inventory
3. Record your Deeds at the Bureau of Conveyance
4. Organize all documents in a loose leaf binder
5. Provide detailed instructions on how to transfer various assets into your Trust with sample form letters
6. Free follow-up telephone conferences to answer questions
7. Available to assist with modifications in Estate Planning documentation as the need arises (for a reasonable fee)
8. Assistance to your family upon your incapacity or death