Shop
Showing 10–16 of 16 results
-
Add to cartMORE INFOMinutes (LLC Document)
$250.00- Action by Consent of Members
- Annual Members Meeting
- Certification of Members Resolutions
- Organizational Action by Organizers
- Organizational Members Meeting
Professional
- Action by Consent of Members
- Annual Members Meeting
- Certification of Members Resolutions
- Organizational Action by Organizers
- Organizational Members Meeting
-
Select options This product has multiple variants. The options may be chosen on the product pagePower of Attorney
Price range: $99.00 through $198.00Married or Single
- Durable POA (Financial)
- Healthcare POA
- Living Will / Declaration
- Advance Care Directives
- Digital Asset POA
- Trust Bank Account POA
-
Add to cartMORE INFOSuccession Forms Packages
$1,855.00Preparation of Succession forms:
Naked Ownership, Simple Uncontested (50% Ownership / 50% Usufruct with naked ownership to heirs).
Documentation required from customer:
- Property description
- Death Certificate
- Documentation of titled holdings in decedent’s name
-
Select options This product has multiple variants. The options may be chosen on the product page
Tax Advantage Estate Plan
$4,997.00Estates over $11,400,000.00 Essential Documents Planning Package
• Preparation of up to three (3) Real Estate Transfer Documents/Deeds (each additional deed cost $300)
• One (1) Comprehensive Trust Agreement
• Pour Over Wills-(up to two)
• Health Care Declarations including HIPAA provisions (up to two )
• Durable Power of Attorney for Health Care documents (up to two)
• Durable Power of Attorney documents (up to two)
• Certificate/Summary/Extract of Trust documents (10-12 originals)
• Formatted Letter(s) to appointed Successors/Trustees, with envelope(s)
• Comprehensive Trust Instructions-general and specific
• Additional Tax Advantage Provisions
• Various Funding Documents/Forms including:
■ Request to Transfer Accounts of General Assets
■ Request to Transfer Stock & Bonds
■ Request to Transfer Qualified Plans
• Complete Funding Instructions
• Expert Legal Consultations to customize your Estate Plan
• One year of complimentary Amendment(s)/Changes as per your request or as required by law
• Both Complimentary and Fee Based Settlement Assistance to your heirs upon your demise
• An awesome Referral Network to ensure all of your Estate Planning Goals and Objectives are met and exceeded.
• Complimentary financial review (included) -
Select options This product has multiple variants. The options may be chosen on the product pageWills
Price range: $179.00 through $478.00All documents are forwarded with instruction for execution to the email on file (email provided at checkout).
Wills
- Married
- Contingent Trust Will
- Marital Trust, Deduction Will
- Pour Over Will
- QTIP, Martial Deduction Will
- Simple Will
- Single
- Family Trust Will
- Generational Skipping Will
- Pour Over Will
- Simple Will
- Married
- 1
- 2