Estate Plan Plus (Single)
The Estate Plan Plus for a single person offers all of the benefits of the Estate Plan Plus for a couple; however it is structured for an individual.
The following tasks are included in Estate Plan Plus (Single):
- Initial consultation to evaluate your needs
- Prepare a first draft of the will, living trust, power of attorney and advanced health care directive
- Prepare transfer documents for up to 2 properties
- Address your questions in relation to the estate planning documents
- Prepare a final version of the estate planning documents
- Proper execution of the documents
- Filing and other administrative fees
- Federal Estate Planning Services (Applies when net worth exceeds $5M (individuals) or $10M (couples)
The following tasks are not included in Estate Plan Plus (Single):
- Filing and other administrative fees
- Federal Estate Planning Services (Applies when net worth exceeds $5M (individuals) or $10M (couples)
Flat Rate Price: $1,300