Shipped Estate Plans
What’s included in Shipped Estate Plans
Telephonic and/or video Conferencing
If you are unable to physically come into the office, we offer telephonic and/or video conferencing through which we will assist you in every step of the estate planning process.
Structuring of 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.
Shipping your Estate Plan
After we have completed your estate plan, we will ship you a hard copy of all your documentation without the need to come into the office.
Overview of Shipped Estate Plans
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 comprehensive estate plan, there will still be some work you must perform. However, with this plan, we will take care of everything for you.
