Foundational Estate Plan - Couple

$1,950.00

Designed for married couples seeking coordinated estate planning and long-term protection.

This comprehensive package includes:

  • Individual Last Wills and Testaments

  • Durable Powers of Attorney (for each spouse)

  • Health Care Proxies (for each spouse)

  • Living Wills

  • HIPAA Authorizations

  • Joint planning consultation

This service is appropriate for couples with straightforward estate planning needs, including primary residences, retirement accounts, and coordinated 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 ensure both spouses have a coordinated, 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 married couples seeking coordinated estate planning and long-term protection.

This comprehensive package includes:

  • Individual Last Wills and Testaments

  • Durable Powers of Attorney (for each spouse)

  • Health Care Proxies (for each spouse)

  • Living Wills

  • HIPAA Authorizations

  • Joint planning consultation

This service is appropriate for couples with straightforward estate planning needs, including primary residences, retirement accounts, and coordinated 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 ensure both spouses have a coordinated, 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