This is our done-for-you estate planning service. What's included:
✔ Drafting of will-based or trust-based estate plan
✔ Advanced Healthcare Directive
✔ Durable Power of Attorney
✔ Financial Power of Attorney
✔ Minor guardianship designation (if applicable)
✔ In-person signing and finalization
✔ Trust funding instructions + coaching
✔ Final binder + digital vault storage (optional add-on)