Estate Planning Package (Unmarried Client)

Our Estate Planning Package for unmarried clients is designed to provide a full set of personalized legal documents that ensure your wishes are clearly stated, your assets are protected, and your loved ones avoid unnecessary court involvement. This package is ideal for individuals who want a legally sound estate plan without the complexity, confusion, or cost of a traditional law firm.
 
Package Includes:
 
✅ Revocable Living Trust. A custom-drafted trust that allows you to decide exactly how and when your assets are distributed. It avoids probate, provides privacy, and ensures smooth asset management if you become incapacitated.
 
✅ Pour-Over Will. A safety net that ensures any assets not placed in your trust during your lifetime are properly transferred after your death. It complements your trust and helps avoid legal complications.
 
✅ Durable Power of Attorney. This document names a trusted person to manage your finances and legal matters if you’re ever unable to do so yourself due to illness or incapacity.
 
✅ Health Care Directive & HIPAA Authorization. Also known as an Advance Directive, this legal document allows you to appoint someone to make medical decisions on your behalf and outlines your preferences for medical treatment. HIPAA authorization ensures your agent can access necessary medical records.
 
✅ Asset Transfer Instructions. We’ll provide clear, step-by-step guidance on how to properly transfer your assets (bank accounts, real estate, etc.) into your trust to make sure it works as intended.
 
✅ Direct Attorney Access and Legal Guidance. You’ll work directly with a licensed attorney throughout the process—no call centers, no chatbots. We’ll guide you through each document, answer your questions, and make sure everything is tailored to your situation.
 
✅ 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 hourly billing—just honest, efficient legal help.
 
💬 Have questions? Schedule your free consultation below.