Foundational Estate Plan - Individual

$1,250.00

Designed for individuals seeking clarity, protection, and thoughtful estate planning without unnecessary complexity.

This comprehensive package includes:

  • Last Will and Testament

  • Durable Power of Attorney

  • Health Care Proxy

  • Living Will

  • HIPAA Authorization

  • Personalized planning consultation

This service is appropriate for individuals with straightforward estate planning needs, including primary residences, retirement accounts, and standard beneficiary designations.

If your situation involves trust-based planning, tax considerations, business ownership, or more complex structuring, additional services may be recommended following consultation.

Our goal is to provide clarity, protection, and a durable legal framework aligned with your long-term objectives.

This package is designed for straightforward planning needs. Substantial revisions or complex structuring may require additional services.

Designed for individuals seeking clarity, protection, and thoughtful estate planning without unnecessary complexity.

This comprehensive package includes:

  • Last Will and Testament

  • Durable Power of Attorney

  • Health Care Proxy

  • Living Will

  • HIPAA Authorization

  • Personalized planning consultation

This service is appropriate for individuals with straightforward estate planning needs, including primary residences, retirement accounts, and standard beneficiary designations.

If your situation involves trust-based planning, tax considerations, business ownership, or more complex structuring, additional services may be recommended following consultation.

Our goal is to provide clarity, protection, and a durable legal framework aligned with your long-term objectives.

This package is designed for straightforward planning needs. Substantial revisions or complex structuring may require additional services.

Strategy Session (60 Min)
Strategy Session (60 Min)
Sale Price: $400.00 Original Price: $500.00
Initial Consultation (30 Min)
Initial Consultation (30 Min)
Sale Price: $175.00 Original Price: $250.00