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.

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

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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)

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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)

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