REVIEW OF EXISTING ESTATE PLANS

REVIEW OF WILL, POA & AHCD

Review of existing Will(s), Power(s) of Attorney, and Advance Health Care Directive(s) to ensure adequacy and accuracy.  We also provide further recommendations as necessary to have the documents match your wishes.

PRICE

INDIVIDUAL:  $400.00

MARRIED COUPLE:  $600.00

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REVIEW OF COMPLETE ESTATE PLAN

Will, POA, AHCD, & Trust

Review of your complete estate plan for adequacy, accuracy and compliance with current legal requirements and IRS regulations.  We will provide recommendations to update your Plan to meet your wishes.

PRICE

INDIVIDUAL:  $600.00

MARRIED COUPLE:  $750.00

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REVIEW OF COMPLETE ESTATE PLAN PLUS ASSET REVIEW

Will, POA, AHCD, & Trust

Review of your complete estate plan for adequacy, accuracy and compliance with current legal requirements and IRS regulations.  We will provide recommendations to update your Plan to meet your wishes.

We will also review all of your assets, such as IRAs, bank accounts, deeds, life insurance policies, to ensure they have been properly transferred to your Trust or name the Trustee as beneficiary.  Based upon our review, we will draft a plan of action to ensure any assets not transferred into your Trust are done so correctly.

PRICE

INDIVIDUAL:  $750.00

MARRIED COUPLE:  $900.00

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