The Essential Plan

$0.00

Best for: Individuals or families with straightforward assets who do not require a trust but need a coordinated legal foundation.

  • Investment: $1,800 – $2,600

  • What’s Included:

    • Will(s): Directs the distribution of your assets and names guardians for minors.

    • Durable Power of Attorney: Appoints someone to manage financial matters if you are unable to do so.

    • Advance Health Care Directive: Ensures your medical wishes are honored.

    • HIPAA Release: Allows your loved ones access to necessary medical information.

    • Guardian Nomination: Included for families with minor children.

Best for: Individuals or families with straightforward assets who do not require a trust but need a coordinated legal foundation.

  • Investment: $1,800 – $2,600

  • What’s Included:

    • Will(s): Directs the distribution of your assets and names guardians for minors.

    • Durable Power of Attorney: Appoints someone to manage financial matters if you are unable to do so.

    • Advance Health Care Directive: Ensures your medical wishes are honored.

    • HIPAA Release: Allows your loved ones access to necessary medical information.

    • Guardian Nomination: Included for families with minor children.