Take the pressure off of your family and loved ones by putting in place an Advanced Health Care Directive that will lay out your wishes and druthers regarding medical treatment, surgical procedures and organ donation. This includes types of special treatment you want or don’t want at the end of life.

The following tasks are included in Advanced Health Care Directive:

1. Initial consultation to evaluate your needs
2. Prepare a first draft of the advanced health care directive
3. Address your questions in relation to the advanced health care directive
4. Prepare a final version of the advanced health care directive
5. Proper execution of the documents
6. Filing and other administrative fees
7. Federal Estate Planning Services (Applies when net worth exceeds $5M (individuals) or $10M (couples)

The following tasks are not included in Advanced Health Care Directive:

1. Filing and other administrative fees
2. Federal Estate Planning Services (Applies when net worth exceeds $5M (individuals) or $10M (couples)

There are a number of advantages of having an Estate Plan in place for you and your partner. An estate plan permits you to dictate ahead of time where your belongings will go and how your assets will be distributed. Another advantage of having an estate plan is that you will avoid probate, which is often what is required if you only have a will. By avoiding probate you avoid the legal expense of hiring a probate attorney and you also remove the control of the court in distributing your assets. The assets will be distributed in connection with your wishes that are set-forth in the estate plan, which will be administered by the Trustee of the Trust.

The following tasks are included in Estate Plan Plus (Couple):

1. Initial consultation to evaluate your needs
2. Prepare a first draft of the wills, living trust, power of attorney and advanced health care directives for each partner
3. Prepare transfer documents for up to 2 properties
4. Address your questions in relation to the estate planning documents
5. Prepare a final version of the estate planning documents
6. Proper execution of the documents
7. Filing and other administrative fees
8. Federal Estate Planning Services (Applies when net worth exceeds $5M (individuals) or $10M (couples)

The following tasks are not included in Estate Plan Plus (Couple):

1. Filing and other administrative fees
2. Federal Estate Planning Services (Applies when net worth exceeds $5M (individuals) or $10M (couples)

The Estate Plan Plus for a single person offers all of the benefits of the Estate Plan Plus for a couple; however it is structured for an individual.

The following tasks are included in Estate Plan Plus (Single):

1. Initial consultation to evaluate your needs
2. Prepare a first draft of the will, living trust, power of attorney and advanced health care directive
3. Prepare transfer documents for up to 2 properties
4. Address your questions in relation to the estate planning documents
5. Prepare a final version of the estate planning documents
6. Proper execution of the documents
7. Filing and other administrative fees
8. Federal Estate Planning Services (Applies when net worth exceeds $5M (individuals) or $10M (couples)

The following tasks are not included in Estate Plan Plus (Single):

1. Filing and other administrative fees
2. Federal Estate Planning Services (Applies when net worth exceeds $5M (individuals) or $10M (couples)

A power of attorney is a document that authorizes another person to act on your behalf in business or personal matters. If you are incapacitated or otherwise unable to act, the power of attorney can be an invaluable document. Do not wait until you need this document to put it in place because it will be too late.

The following tasks are included in Power of attorney:

1. Initial consultation to evaluate your needs
2. Prepare a first draft of the power of attorney
3. Address your questions in relation to the power of attorney
4. Prepare a final version of the power of attorney
5. Proper execution of the documents
6. Filing and other administrative fees
7. Federal Estate Planning Services (Applies when net worth exceeds $5M (individuals) or $10M (couples)

The following tasks are not included in Power of attorney:

1. Filing and other administrative fees
2. Federal Estate Planning Services (Applies when net worth exceeds $5M (individuals) or $10M (couples)