WHAT IS THE PURPOSE?
Peace of mind. It’s about everyone you love and everything you own. A Living Trust protects you and your family during life and insures that your estate will pass on to whom you want, the way you want, and with as little cost and time delay as possible.
WHAT IS THE PROCESS?
The typical estate plan takes about two weeks to complete. There are usually two meetings; the design meeting and then the review and signing meeting.
WHAT IS THE PRICE?
Fees for a customized, fully funded estate plan vary depending upon many factors including whether you are married, single or domestic partners, and the complexity of your plan. Most Living Trust packages are quoted on a flat fee basis.