ESTATE
PLANNING & PROBATE
Estate Planning Services
For a fixed fee, we will provide all of the
following services that are applicable to your specific
circumstances: 
1. Free initial consultation to review your
objectives and identify your assets.
2. We will draft the following documents for
you:
a. Revocable
Living Trust;
b. Short Form
Trust;
c. Pour-Over
Will;
d. Necessary
conveyance documents for real property;
e. Power of
Attorney;
f. Advance
Health Care Directive;
g.
Instructions for funding your Trust (including sample letters);
h. Funeral and
Burial Instructions Checklist;
i. Record of
Location of Documents;
j. Financial
Balance Sheet.
3. Record all deeds and necessary documents at
the Bureau of Conveyances.
4. Organize all documents in a binder for
security and convenience.
5. Provide detailed information on how to fund
your Trust.
6. Free follow-up questions regarding your
estate plan.
7. Assistance to your loved ones in the event of
your incapacitation and/or death.
