Every family is different. Whether a Will or Trust-Based plan is right for you depends on your goals and objectives related to caring for your family once you are gone, as well as other factors. We'll review the options together, discuss the differences of each, and then you can make an informed decision to use either a Will or Trust for your main vehicle of distribution.

The packages listed below show how comprehensive our plans are. During your Perfect Plan Meeting™, we will discuss your family and how best to protect them—that is how we will determine the best plan for you. The benefits of setting up a great plan now far outweigh the initial investment. In many cases, you could be saving your surviving family members thousands in legal fees and court costs.

The Standard Plan

This plan is for individuals wishing to leave their entire estate outright to named beneficiaries or to a spouse. If Spouse is deceased, the estate passes outright to adult children or other named beneficiaries. The plan also includes important documents that allow you to choose individuals who step in to make medical and financial decisions for you if you are unable and who will manage your estate after you pass.

Included:

• Last Will and Testament

• Financial Power of Attorney

• Medical Power of Attorney

• HIPAA Authorization and Release

• Directive to Physicians

• Declaration of Guardian for Self (should the need arise)

• Appointment of Agent to Control Disposition of Remains

• Remembrance and Services Memorandum

• Personal Property Memorandum

• Estate Planning Portfolio

The Family Plan

This plan is for young families with minor children who wish to withhold the distribution of assets to minors until children have reached adulthood. Assets are held in short-term trusts until the child attains an age. This plan anticipates a standard, “all to spouse, then to children equally” distribution scheme. The plan includes all of the medical and financial documents contained in the Standard Plan as well as documents pertaining to Guardianship of Minors.

Included:

• Last Will and Testament

• Financial Power of Attorney

• Medical Power of Attorney

• HIPAA Authorization and Release

• Directive to Physicians

• Declaration of Guardian for Self (should the need arise in the future)

• Declaration of Guardian for Minor Children (if needed)

• Appointment of Agent to Control Disposition of Remains

• Remembrance and Services Memorandum

• Personal Property Memorandum

• Estate Planning Portfolio

The Enhanced Family Plan

This Enhanced Plan includes everything from the Family Plan but is designed for families that require a non-standard distribution scheme. This plan is best is best for blended families, families that want long-term trusts for children for maximum asset protection, or families with non-standard unusual distribution requirements.

Included:

• Last Will and Testament

• Financial Power of Attorney

• Medical Power of Attorney

• HIPAA Authorization and Release

• Directive to Physicians

• Declaration of Guardian for Self (should the need arise in the future)

• Declaration of Guardian for Minor Children (if needed)

• Appointment of Agent to Control Disposition of Remains

• Remembrance and Services Memorandum

• Personal Property Memorandum

• Estate Planning Portfolio

• Optional Transfer Deed (primary residence)

The Standard Trust

A trust-based plan with a fully-funded trust allows your loved ones to bypass the probate process keeping the details of your estate private. Your chosen Trustee will distribute your assets outside of court and under the terms of the trust. Having a Trustee in place to manage finances if needed is easier and more reliable than relying solely on a financial power of attorney. The Standard Trust includes incapacity instructions for you while you are living and outright distributions to adult beneficiaries on death.

Included:

• Revocable Living Trust with Pour Over Will

• Certification of Trust

• Financial Power of Attorney

• Medical Power of Attorney

• HIPAA Authorization and Release

• Directive to Physicians

• Declaration of Guardian for Self (should the need arise in the future)

• Appointment of Agent to Control Disposition of Remains

• Remembrance and Services Memorandum

• Personal Property Memorandum

• Trust Funding Instructions

• Deed Transferring Primary Residence to Trust

• Estate Planning Binder

The Family Trust

The Family Trust has all of the benefits of the Standard Trust but goes further to provide for minor children. Short-Term sub-trusts provide for children until they reach a certain age. Funds are then distributed outright at the age of your choosing. This plan anticipates a standard “all to spouse, then to children equally” distribution scheme.

Included:

• Revocable Living Trust with Pour Over Will

• Certification of Trust

• Financial Power of Attorney

• Medical Power of Attorney

• HIPAA Authorization and Release

• Directive to Physicians

• Declaration of Guardian for Self (should the need arise in the future)

• Declaration of Guardian for Minor Children (if needed)

• Appointment of Agent to Control Disposition of Remains

• Remembrance and Services Memorandum

• Personal Property Memorandum

• Trust Funding Instructions

• Deed Transferring Primary Residence to Trust

• Estate Planning Binder

The Enhanced Family Trust

The Enhanced Family Trust includes everything from the Family Trust but is designed for families with a non-standard distribution scheme. The Enhanced Family Trust is best for blended families, families that want long-term trusts for children for maximum asset protection, or families with non-standard unusual distribution requirements.

Included:

• Revocable Living Trust with Pour Over Will

• Certification of Trust

• Financial Power of Attorney

• Medical Power of Attorney

• HIPAA Authorization and Release

• Directive to Physicians

• Declaration of Guardian for Self (should the need arise in the future)

• Declaration of Guardian for Minor Children (if needed)

• Appointment of Agent to Control Disposition of Remains

• Anatomical Gift Designation (Optional)

• Remembrance and Services Memorandum

• Personal Property Memorandum

• Trust Funding Instructions

• Deed Transferring Primary Residence to Trust

• Estate Planning Binder