Trust & Estate Planning

Service Description

Secure your legacy and ensure your loved ones are cared for with our expert Trust and Estate Planning services. We offer personalized solutions to help you navigate complex estate laws, minimize taxes, and make informed decisions about how your assets will be distributed. Our experienced professionals work closely with you to create a tailored plan that reflects your values and goals, providing you with confidence that your estate will be managed according to your wishes. Services: - Revocable & Irrevocable Trusts - Wills & Testamentary Documents - Healthcare & Financial Power of Attorney - Advanced Estate Planning Strategies (Tax minimization, Charitable Giving) - Estate Administration & Probate Assistance - Trust Fund Creation & Management - Guardianship & Conservatorship Planning Cost: - Basic Estate Plan (Will & Power of Attorney): Starting at $600 - Comprehensive Estate Plan (Will, Trust, POA, Health Directives): $1,500 - $3,000 - Trust Administration & Probate Services: $250 - $350 per hour - Estate Tax Planning & Charitable Giving Consultation: $500 per hour Client Requirements: - A list of assets, including real estate, investments, and personal property. - Personal and family information to designate beneficiaries and guardians. - A clear understanding of your goals for legacy planning and charitable giving. - For complex estate plans, an initial consultation is required to assess your needs. With our trusted expertise and dedication to your financial security, you can feel confident that your future and your family’s future are in good hands. Let us help you build a plan that truly reflects your wishes.