Designed for you couples, new parents, and families beginning to build their future. 

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This Package Includes:

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Revocable Living Trust (individual or joint)

Pour-over Wills

Durable Financial Power of Attorney

Advance Health Care Directives

HIPAA Authorizations

Temporary Guardianship Nomination for Minor Children

One Deed Transfer for Primary Residence

Basic Asset Funding Instructions

Digital Copy of Estate Planning Binder

One Complimentary Amendment Within 12 Months

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This Package Includes everything in the Family Foundations Plan, plus:

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Children's Inheritance Protections

Staggered Distributions By Age

Asset Protection Trust Provisions for Beneficiaries

Special Needs Planning Provisions (if needed)

Trustee Incapacity Guidance

Detailed Funding Review Meeting

Up to 3 Deed Transfers

Personal Property Assignment Schedule

Coordination of Beneficiary Designations

One-year Priority Attorney Access for Updates/Questions

This is the next level of comprehensive planning for your family's future when you have a more complex Estate Plan including protection of a mature portfolio of assets and investments.