Estate Plans for Couples
What’s included in estate plans for couples
Structuring your Estate Plan
We analyze your individual circumstances and structure an estate plan that protects your legacy from lawsuits, taxes, former spouses, in-laws, and probate.
Client Empowerment & Education
We instruct you how to utilize your estate plan documents. You will confidently be able to speak to bankers, real estate agents, financial planners, and other professionals about your particular needs.
County Recording
A deed may need to be recorded in the County Recorder’s Office. We will have all the necessary documentation recorded and filed with the appropriate county offices.
Overview of Estate Plans for Couples
We craft individualized estate plans that meet your specific needs
Basic Estate Plan
For those who haven’t acquired significant high-value assets yet. They may have minor children and will need some protection in cases of a medical emergency or death.
Comprehensive Plan
For those who have acquired high-value assets like real estate. These plans will provide complete protection in cases of a medical emergency or death.
Comprehensive Plan + Trust Funding
For those who want the full “white glove experience.” After creating a Trust-based Estate Plan, there is still some work that you must perform. However, with this plan, we will do it all for you.
