When you create a Legacy Plan, you become immortal...
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We have created three separate packages to meet all of your planning needs. If you are unsure which plan is best for you, consider where you want your family to be tomorrow. Depending on your familial makeup, our primary plan, The Empire, will meet your basic needs. For those parties that desire a higher level of planning and want to protect certain assets, The Kingdom plan will set a great foundation for your family. And of course The Dynasty is the full comprehensive plan for you and your spouse and provides strategic future planning inclusive of yearly reviews to ensure that we adjust your plan as the law changes to maximize protection.
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EMPIRE (INDIVIDUAL)
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Create a solid foundation with:
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Last Will and Testament
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​Durable Power of Attorney
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​Medical Power of Attorney
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​Medical Directive to Physicians
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​HIPPA Release
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​Execution, Witness and Notarization of Documents
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KINGDOM (Individual)
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Includes all docs from "Empire" And: ​
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Personal Guardian Designation
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​​Guardian Designation for Minors​​​​
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​Funeral & Memorial Instructions
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​Guidelines for Serving as Personal Representative
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​Life Estate Deed
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​Annual Evaluation
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DYNASTY (Individual)
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Larger estates require consultation prior to pricing.
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​Fireproof Document Briefcase
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​Free Mirror Image Documents for Spouse
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​Personal Information Organizer
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​Testamentary Trust Option
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​Living Trust
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​Deed(s) to Living Trust
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​Assignment of Personal Property to Trust
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​Bill of Sale to Trust
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​Certification of Trust
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​Guidelines for Serving as Trustee
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EMPIRE (Couple)
KINGDOM (Couple)
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Create a solid foundation with:
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Last Will and Testament
​
​Durable Power of Attorney
​
​Medical Power of Attorney
​
​Medical Directive to Physicians
​
​HIPPA Release
​
​Execution, Witness and
Notarization of Documents
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Enlarge your EMPIRE to include:
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Personal Guardian Designation
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Guardian Designation for Minors
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Tangible Personal Property Memorandum
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Funeral & Memorial Instructions
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Guidelines for Serving as Personal Representative
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Life Estate Deed
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Annual Evaluation
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DYNASTY (Couple)
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Grow your KINGDOM by adding:
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Fireproof Document Briefcase
​
Free Mirror Image Documents for Spouse
​
Personal Information Organizer
​
Testamentary Trust Option
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Living Trust
​
Deed(s) to Living Trust
​
Assignment of Personal Property to Trust
​
Bill of Sale to Trust
​
Certification of Trust
​
Guidelines for Serving as Trustee
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