Ensuring Your Life and Legacy for Years to Come
You've taken control of your life by being your own boss. Take the next step and take control of what happens after you transition out of your business or have passed on.
Not accounting for what happens to your assets can open you and your loved ones up to risk. It could mean everything you've built is sold off for pennies on the dollar.
Failing to plan ahead is an expensive process through the courts, and one that you wouldn’t have any control over.
We are here to help you plan for the future and legacy that you want in an approachable and understandable manner.
Will
Packages
Starting at $1,100
Our goal with our will packages is to put you in control of your legacy by transferring your assets using a will. Wills provide direction on how you would like your assets handed down and assign guardianship to minors. The Power of Attorney documents allow someone to step in and assist with healthcare and financial decision making in the event of your incapacity. The transfer on death deed allows you to designate a beneficiary of your property, avoiding title transfer issues upon death.
Our Will Packages include:
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Last Will and Testament
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Healthcare Power of Attorney
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Financial Power of Attorney
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Transfer on Death Deed
Trust
Packages
Starting at $2,100
Our goal with our trust packages is for you to be the owner of you and your legacy's destiny by ensuring private distribution of your assets for generations to come via a revocable trust. Trusts keep assets out of probate and provide control over inheritance left to minors or those with disabilities. The Warranty Deed allows you to place your property into your trust, thus bypassing probate.
Our Trust Packages include:
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Revocable Trust
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Certification of Trust
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Last Will and Testament
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Healthcare Power of Attorney
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Financial Power of Attorney
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Warranty Deed