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OUR ESTATE PLAN

PACKAGES

 Care Plan

For those who do not have assets that would be subject to probate but do want to guarantee their minor children will be cared for, their healthcare wishes will be followed, and their loved ones will be able to manage their finances if they become unable to do so.  The Care Plan includes your Wills (with child guardianship nomination), Healthcare Powers of Attorney, HIPPA Authorizations, and Durable Powers of Attorney. 

 

Essentials Trust Plan  

For those that do have assets that would be subject to probate (for example, real property) and want the peace of mind of knowing that their personal wealth will be transferred to their chosen beneficiaries without the expense, time, and public nature of probate proceedings.  The Essentials Trust plan includes your Revocable Living Trust, Wills (with child guardianship nomination), Healthcare Powers of Attorney, HIPPA Authorizations, and Durable Powers of Attorney.  Also included in this plan are the preparation and recording of the real property transfer documents for your primary residence (only). 

 

Complete Trust Plan

For those that want the advantages of the Essentials Trust Plan plus the added benefit of having all their asset transfers completed by our office.  The Complete Trust Plan includes all of the documents included in the Essentials Trust Plan as well as the preparation and recording of all property transfer documents for all of your trust assets.

OUR

PRICING

 We make the estate planning process as straightforward, convenient, and seamless as possible.  We offer our estate planning services at competitive flat fee rates in several packages.  We do not charge for telephone calls, emails, and meetings – so contact us!  We want you to feel confident in knowing your financial investment going in and not worry about being charged for every minute like with most law firms.  At your free consultation, we will confirm your estate plan package options and pricing before we meet in person to design your plan.

 

SCHEDULE A FREE CONSULTATION

To schedule a free telephone or video chat consultation, call our office at

(949) 423-6247 or email us at info@edblegal.com

DOWNLOAD OUR ESTATE PLANNING WORKSHEET

Download
Estate Planning Worksheet: Single Individuals
EPW.pdf
Adobe Acrobat Document 620.6 KB
Download
Estate Planning Worksheet: Married Couples & Registered Domestic Partners
EPW.pdf
Adobe Acrobat Document 666.8 KB