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What is Estate Planning?
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Estate Planning is any form of planning for the
inevitability of death. It can be as little as
obtaining life insurance to pay for the costs of a
funeral, preparing a Last Will, or more
comprehensive such as a Will, Trust, and related
estate planning documents. SEE "Required Reading" Below.
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Living Wills
FREE
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State specific Living Wills (aka Physician's Directives)
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Custom Living Will: Prepared and Reviewed
$39.00 +
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Prepare your Living Will online by completing a simple questionnaire.
Free Heath Care Power of Attorney with every purchase. Fast, and easy.
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Short Form Last Will
$9.95
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A Non-complicated Will used to give all assets
equally to one or more heirs.
This is an example of a completed
Short Form Last Will & Testament.
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Last Will & Testament
$15.45
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Last Will which adds to the Short Form Will
much greater flexibility in how assets are
divided, includes a disinheritance clause, and a testamentary
trust provision (used to manage
assets of minor beneficiaries so a guardianship
does not have to be established).
This is an example of a completed
Long Form Last Will & Testament.
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Codicil to Last Will & Testament
$6.95
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This document operates to revise a Last Will & Testament.
It is executed and witnessed in the same manner as a
Will.
This is an example of a completed
Codicil
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Custom Last Will and Testament: Prepared and Reviewed
$59.00 +
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Prepare your Will online by completing a simple questionnaire.
Professionally reviewed and printed for you. Simple and fast.
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Estate Plan - Single Person
$29.95
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Complete Estate Plan, including Will, Living
Trust,
Power of Attorney for Health, Power of Attorney
for Financial, and related documents.
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Estate Plan - Married
$35.95
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Complete Estate Plan, including Will, A/B Living
Trust,
Power of Attorney for Health, Power of Attorney
for Financial, and related documents.
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Custom Living Trust: Prepared, Reviewed and Filed
$349.00 +
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Prepare your Living Trust online by completing a simple questionnaire.
For individuals and couples. Fast, and easy. Professionally reviewed, prepared and filed.
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Amendment to Revocable Trust
$14.90
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This document can amend an existing revocable trust by modifying,
adding, or removing specific portions of your trust.
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Durable Power of Attorney - Financial
$7.95
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This Power of Attorney survives the incapacity of the
Principal, and allows another person to act on the
Principal's behalf to handle financial matters. Used
to avoid the need for a Conservatorship.
This is an example of a completed
Financial Power of Attorney
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Revocation of Durable Power of Attorney - Financial
$6.75
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This document revokes a prior executed
Durable Power of Attorney for Financial Matters.
This is an example of a completed
Revocation of Power of Attorney - Financial
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Durable Power of Attorney Health
$6.95
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This Power of Attorney survives the incapacity
of the
Principal, and allows another person to act on the
Principal's behalf to make health care decisions.
Used to avoid the need for a Conservatorship.
This is an example of a completed
Health
Care Power of Attorney.
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Revocation of Durable Power of Attorney - Health Matters
$6.75
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This document revokes a prior executed
Durable Power of Attorney for Health Matters.
This is an example of a completed
Revocation of Power of Attorney - Health
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Custom Power of Attorney: Prepared and Reviewed
$35.00 +
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Prepare your Power of Attorney online by completing a simple questionnaire.
Fast, and Easy. Professionally reviewed, prepared and printed.
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California Small Estate Declaration
9.95
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In California, if the assets of an estate
are valued at less than
$100,000, title to the assets can be obtained by a
declaration, and no probate administrationis required.
This Declaration follows CA Probate Code
13,100+ to transfer assets.
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REQUIRED READING
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At a minimum these two pages should be reviewed to
obtain a general understanding of estate planning and
probate:
- Basics of Estate Planning and
Probate
- Basics of a Last Will &
Testament
These next three pages provide a more thorough understanding of
Trusts and Tax Saving Techniques:
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Benefits of a Revocable
Living Trust
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Benefits of an A/B Trust
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Additional Estate Tax Savings Techniques
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