Individual Will Plan

 

This package includes the following:

 

  • Educational Meeting 
  • Planning Meeting 
  • Will for an individual with outright gifts to beneficiaries
  • Durable Financial Power of Attorney
  • Durable Healthcare Power of Attorney
  • Advanced Healthcare Directive (“Living Will”)
  • HIPAA Authorization and Waiver
  • Final Disposition Instructions
  • Custom drafting for specific wishes after working documents created pursuant to client questionnaire
  • Plan Review and Signing Meeting 

 

Cost: $350 – or$600 w/ testamentary trusts for children or other beneficiaries

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