Estate Planning Package (Married Client)

Our Estate Planning Package for married clients provides a full set of personalized legal documents designed to protect your family's assets, maintain privacy, and ensure a smooth transfer of wealth without court involvement. This package is ideal for married couples who want a legally sound estate plan—without the complexity, confusion, or cost of a traditional law firm.
 
Package Includes:
 
✅ Revocable Living Trust (Joint). A custom-drafted trust that allows both spouses to manage, control, and distribute assets together. It avoids probate, ensures privacy, and allows for seamless asset management during life and after death.
 
✅ Pour-Over Wills (One for Each Spouse). These act as a legal backup, ensuring that any assets not placed in the trust during your lifetime are properly transferred to the trust after death.
 
✅ Durable Powers of Attorney (Each Spouse). Each spouse will name a trusted person to manage finances and legal affairs if they become incapacitated. These documents are essential for making sure someone can legally act on your behalf when needed most.
 
✅ Health Care Directives & HIPAA Authorizations (Each Spouse). Also known as Advance Directives, these documents allow each spouse to appoint a medical decision-maker and outline preferences for treatment. HIPAA forms allow that person access to medical records when needed.
 
✅ Assignment of Personal Property to Trust. This legal document transfers your personal, non-titled property (furniture, jewelry, collections, etc.) into your trust, helping ensure your estate plan functions as intended.
 
✅ Asset Transfer Instructions. We’ll provide clear, step-by-step guidance on how to transfer titled assets (bank accounts, real estate, etc.) into the trust so it’s properly funded.
 
✅ 1-Hour Attorney Consultation and Ongoing Legal Guidance. You’ll work directly with a licensed attorney—no chatbots, no call centers. We’ll walk you through the entire process, explain each document, and make sure everything is customized to your family’s needs.
 
✅ Flat Fee Pricing – No Hourly Billing, No Surprises. All services are provided at a clear, upfront flat rate. No hidden costs, no retainers, and no surprise bills—just modern, efficient legal help designed around your life.
 
💬 Have questions? Schedule your free consultation below.