When you create a Legacy Plan, you become immortal...
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.
EMPIRE
Create a solid foundation with:
Last Will and Testament
Durable Power of Attorney
Medical Power of Attorney
Medical Directive to Physicians
HIPPA Release
Execution, Witness and Notarization of Documents
KINGDOM
Enlarge your EMPIRE to include:
Personal Guardian Designation
Guardian Designation for Minors
Guardianship Provisions for Minors
Tangible Personal Property Memorandum
Funeral & Memorial Instructions
Guidelines for Serving as Personal Representative
Life Estate Deed
Annual Evaluation
Ten Percent (10%) Rebate on Estate, Probate, or Trust Administration Services for Immediate Family Member(s)
DYNASTY
Grow your KINGDOM by adding:
Fireproof Document Briefcase
Free Mirror Image Documents for Spouse
Personal Information Organizer
Testamentary Trust Option
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
Twenty Percent (20%) Rebate on Estate, Probate, or Trust Administration Services for Immediate Family Member(s)