Do It Yourself

The Convenience of self help with the benefit of professional guidance. Do it yourself estate planning documents are available for purchase here.

  • Documents are created based upon information you enter into the system.
  • Documents are attorney reviewed.
  • Complimentary 15 minute phone conference with an attorney to answer questions.
  • Completed documents are mailed or sent in electronic form.
  • Notary Services available upon request.



Trust And Powers of Attorney Package
(Fee=$695 each or $795 for a Couple)

  • Living Trust (Joint or Individual; provides instructions for private administration of the estate and avoids probate)
  • Certification of Trust
  • Deed transferring title to real property to the trust
  • Schedule A (to list assets subject to the trust)
  • Assignment of Personal Property (to transfer all personal items into the trust)
  • Pour Over Will (one for each individual, designed as a back-up for the trust)
  • Durable Financial Power of Attorney (one for each individual)
  • Advance Healthcare Directive (one for each individual)

 

Get Started Now (This site works best with Internet Explorer. A download of the program Microsoft Silverlight will be required for the program to work properly.)

 


Will And Powers of Attorney Package
(Fee=$295 each or $495 for a Couple)

  • Designates a Personal Representative/Executor to help guide the estate through probate
  • Designates the power of the Executor
  • Designates who gets the estate assets and in what proportions
  • Designates a guardian for minor children if any
  • Designates who is specifically disinherited
  • Allows for the creation of a testamentary trust (a trust created by the Will)
  • Durable Power of Attorney for Financial Matters (one for each individual)
  • Advance Healthcare Directive (one for each individual)

 

Get Started Now (This site works best with Internet Explorer. A download of the program Microsoft Silverlight will be required for the program to work properly.)

 


Frequenty Asked Questions (click to read more)

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What are the Different Types of Estate Planning Documents?

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