Draft a comprehensive trust-based estate plan for married clients. Includes a trust (may be a Revocable Trust, a Special or Supplemental Needs Trust, a Medicaid Asset Protection Trust, a Veterans Asset Protection Trust, or any other trust structure), a Certificate of Trust and/or Trustee Affidavit, Pour-Over Wills for each client, all POA package documents for each client, Portfolio Inserts, and additional supporting documents, such as property agreements, as needed.

Draft a comprehensive trust-based estate plan for a single client. Includes a trust (may be a Revocable Trust, a Special or Supplemental Needs Trust, a Medicaid Asset Protection Trust, a Veterans Asset Protection Trust, or any other trust structure), Pour-Over Will, all POA package documents, Portfolio Inserts, and additional supporting documents as needed.

Draft all documents contained in our POA Package, plus comprehensive Last Wills and Testaments and any other supporting documents, such as Portfolio Inserts, for both clients.

Draft all documents contained in our POA package, plus a comprehensive Last Will and Testament and any other supporting documents, such as Portfolio Inserts.

Prepare Financial and Health Care Powers of Attorney, along with supporting documents such as HIPAA Waivers and Advance Health Care Directives.

Ask us about preparing deeds; business assignments; diagrams or flow charts; and more!

Ask us about our custom services and pricing options. We do not take a “one-size fits all approach” and understand that each law firm we serve will have varying needs and budgets.

Planning to move your practice fully virtual and looking for Paralegal support for more than just estate plan drafting? Need to calculate your costs up front for budgetary and cash flow purposes? We’ve got you covered! Set up a call today to discuss how we can help take your firm to the next level while taking a weight off your chest. Monthly packages can include Probate, Trust and Estate Administration, Business Formation, and more! Packages are scalable to support volume increases as you are freed up to focus on client acquisition and retention, marketing, networking, and being the attorney and business owner.