Estate Planning Portfolio

An Estate Planning Portfolio is a complete package of all the documents necessary to ensure that your wishes are met during your life and after it. 

Our Estate Planning Portfolio includes the following legal documents: 

• Revocable Living Trust, with instructions and one item placed into trust (usually people chose their home property)
• Financial, Health Care, and Mental Health Care Powers of Attorney,
• Living Will
• Dementia – Oral Feeding Directive
• HIPAA Waiver
• Final Disposition
• Pour-Over Will*

*Last Will and Testament used to put anything outside of the Trust into the Trust upon your passing.

If you are single you can purchase an Estate Planning Portfolio from our office, here for $1,650.00.

If you are married you can purchase an Estate Planning Portfolio from our office, here for $2,350.00.

Interested in creating the documents yourself? 

If you are single or married you can purchase an Estate Planning Portfolio to complete yourself (start with a 5 day free trial), here for $1,495.00.