All Packages Receive a 10% Discount for the Month of September 2026
Will-Based Estate Plan
Essential, Straightforward Protection for Most Everyday Families
A solid estate plan doesn’t need to be needlessly complex or expensive. For many individuals and families, a properly coordinated, will-based plan provides complete peace of mind, names guardians for your children, and ensures your assets transfer smoothly to the people you love.
What’s Included in the Package
Last Will and Testament: Clearly establishes who inherits your personal property, appoints an Executor (Personal Representative) to manage your final affairs, and, most importantly, nominates legal guardians for minor children.
Durable Power of Attorney for Property: Names a trusted agent to manage your financial matters, pay bills, and handle property if you ever become incapacitated or unable to manage your own affairs.
Healthcare Power of Attorney & Living Will: Appoints a trusted individual to make medical decisions on your behalf if you cannot, and outlines your clear instructions regarding end-of-life care.
Beneficiary Designation & Real Estate Transfer Coordination: A will only controls what doesn't transfer automatically. We provide clear guidance on aligning your bank accounts, retirement plans, and life insurance designations, along with preparing deed-based transfer tools (such as a Transfer on Death Instrument for your home) to keep your estate simple and efficient.
Who Should Consider This Package?
This package is typically the best fit for individuals and married couples who:
Have straightforward family dynamics where assets will pass directly to a spouse or equally to adult/independent children.
Own a home and standard accounts (checking, savings, 401(k)/IRA, life insurance) that can be easily coordinated using beneficiary designations and transfer-on-death deeds.
Have minor children and primarily need to nominate legal guardians and appoint a trusted adult to manage funds under basic testamentary safeguards until the children reach adulthood.
Want an effective, low-maintenance plan without paying thousands for complex trust maintenance they do not need.