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Estate Planning Services

Estate Planning Services

PriceFrom $1,499.99

Will preparation and estate documents : Primary Will Documents. Last Will and Testament - Basic will with asset distribution instructions. Living Will - Healthcare directives and end-of-life wishesPour-Over Will - Works with trusts to catch any assets not transferred. Beneficiary designations and Power of Attorney documents

Quantity
  • Power of Attorney Documents

    • Durable Power of Attorney for Finances - Financial decision-making authority
    • Limited Power of Attorney - Specific, time-bound financial powers
    • Healthcare Power of Attorney - Medical decision-making authority
    • HIPAA Authorization - Medical information access rights
  • Healthcare Directives

    • Advance Healthcare Directive - Comprehensive medical wishes document
    • Do Not Resuscitate (DNR) Orders - Specific medical intervention instructions
    • Physician Orders for Life-Sustaining Treatment (POLST) - Detailed medical preferences
  • Beneficiary and Guardian Documents

    • Beneficiary Designation Forms - For retirement accounts, insurance, etc.
    • Guardian Designation for Minor Children - Legal guardianship appointments
    • Pet Care Instructions and Funding - Animal care provisions
  • Asset Protection Documents

    • Transfer on Death (TOD) Deeds - Real estate transfer instructions
    • Payable on Death (POD) Accounts - Bank account beneficiary designations
    • Vehicle Transfer Documents - Auto/boat/RV transfer instructions
  • Business Succession Documents

    • Business Will/Succession Plan - Business ownership transfer
    • Buy-Sell Agreements - Partnership dissolution terms
    • Key Person Insurance Designations - Business protection provisions
  • Bundle Opportunities

    Will + Trust Combo (saves $300 vs separate purchase)

    Family Estate Package (covers 2 adults + minor children)

    Business Owner Estate Package (personal + business succession docs)

©2022 by KJ Private Trustee Association, LLC. All Rights Reserved.

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