Estate Planning Packages

Married Couples

Package 1

  • Two Wills: $600

A will is a legal document that records your wishes regarding the distribution of your property and the care of any minor children after your death. It will also indicate who you choose to be the personal representative of your estate.

It is important to have a will because, without one, decisions about the disposition of your property and guardianship of minor children will be made by the courts based on state statutes. This package includes a will for you and your spouse to ensure your wishes are followed after your death.

Package 2

  • Two Wills, Two Health Care Directives, Two Durable Powers of Attorney and a Community Property Agreement: $725

Two Wills
 See Package 1 for details.  

Health Care Directive
A Health Care Directive is a legal document that specifies what actions should be taken for your health if you are no longer able to make decisions for yourself because of illness or incapacity.

Durable Power of Attorney
In the event that you become mentally incapacitated, a durable power of attorney will allow you to choose someone to make decisions on your behalf. You will choose if they have the authority to make financial decisions, medical decisions, or both if there is an emergency that renders you unable to make them yourself.

Community Property Agreement
A community property agreement (CPA) will allow a surviving spouse to avoid probate. A CPA is an agreement between a married couple that stipulates when one of them dies, all of that person’s property will pass directly to the other. However, a CPA is not always the best option for transferring property between spouses. We will discuss your specific situation during your free consultation to determine if one is right for you.