Our Packages
You and your family are unique, and your estate plan should be too.
While we have packages with set documents, no two estate plans are identical. We customize your plan and its documents to your needs.
Not sure what you need? No worries--that's why I'm here. After we meet, we'll discuss options that best fit your goals and address your concerns, and then YOU pick what feels right.
No pressure, no fill-in-the-blank documents, no BS.
All peace of mind.
This may be a "starter" plan but will still provide the value and peace of mind you and your family need as you start planning for the future. Using this will-based plan will allow you to nominate a guardian for your children,
designate who will receive your assets after you pass, and ensure you have documents in place protect yourself if you become incapacitated.
This plan is perfect if you are looking to start building a solid foundation to protect your assets.
With this plan, you'll receive the following customized
documents, and more:
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Last Will & Testament
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Guardianship Nomination
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Advance Healthcare Directive
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Financial Power of Attorney
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Medical Power of Attorney
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HIPAA Authorization
The Legacy Protection Plan is the most popular plan we offer. This plan includes a revocable living trust, which is often the best tool to adapt your estate plan to your unique needs, and also allows you to avoid the time consuming and expensive hassle of probate.
Using a trust allows your family to make sure that any money inherited by your children will be held and managed by a trusted adult until the children are mature enough to manage those assets on their own.
With this plan, you'll receive the following customized
documents, and more:
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Pour-Over Will
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Revocable Living Trust
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Guardianship Nomination
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Advance Healthcare Directive
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Financial Power of Attorney
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Medical Power of Attorney
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HIPAA Authorization
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Assignment of Personal Property, Funding Support Directions, & Templates
"Funding" is the process by which assets are transferred to the trust. It's something you can DIY, but many families choose to have some support with this process.
Funding your trust is absolutely essential. Without transferring assets to the trust, the trust cannot function as intended.
With this add-on to your trust package, you'll receive our assistance in re-titling and/or transferring assets into your trust to ensure your goals are met.
Depending on your unique situation, this may include:
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Preparation of an asset table listing your accounts and other holdings
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Contact with various account holders (banks, investment brokers, etc.)
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Preparation of paperwork to re-title or transfer assets, or update beneficiaries on policies
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Preparation and filing of deeds for real estate
The Essentials Plan is popular with young adults (18+) just starting out. This plan is a great way to provide protection no matter where life takes them!
*Not included: Will, trust, guardianship documents for any minor children, or special needs planning.
With this plan, you'll receive the following customized
documents, and more:
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Advance Healthcare Directive
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Financial Power of Attorney
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Medical Power of Attorney
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HIPAA Authorization
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FERPA Waiver
not sure which option is right for you?
We can help. Email us at info@emeraldlawco.com with your questions.