FAQ ABOUT estate planning
What does a Will do? What happens if I die without a Will in Indiana? Do I need a POA? Do I need a Trust? Find out the answers to all these questions and more by clicking on the link below:
MORE ABOUT ESTATE PLANNING PACKAGES
Flat-Fee Packages
During the initial consultation, we discuss if you only need a few documents or if a flat-fee package works best for your family based on a variety of factors.
Complex planning may be required due to subsequent marriages, owning a family business or farm, or addressing special needs. We'll address any additional fees or costs with you and quote you a flat fee at your consultation meeting. We usually provide you with drafts of your documents to review prior to signing and witnessing the orig
INDIVIDUAL PACKAGE
INCLUDES full consultation to develop estate plan and execute individual:
- Durable Power of Attorney for Healthcare
- Durable Power of Attorney for Finances
- Living Will Declaration for End-of-Life Decision-Making
- HIPAA Patient Privacy Release Form
- Funeral Planning Declaration
- Last Will and Testament
- Personal Property / Heirloom Memorandum
COUPLE PACKAGE
INCLUDES full consultation to develop estate plan and execute two (2):
- Durable Power of Attorney for Healthcare
- Durable Power of Attorney for Finances
- Living Will Declaration for End-of-Life Decision-Making
- HIPAA Patient Privacy Release Form
- Funeral Planning Declaration
- Last Will and Testament
- Personal Property / Heirloom Memorandum
LIVING TRUST PACKAGE
INCLUDES full consultation to develop estate plan and execute individual:
- Durable Power of Attorney for Healthcare
- Durable Power of Attorney for Finances
- Living Will Declaration for End-of-Life Decision-Making
- HIPAA Patient Privacy Release Form for Family Members
- Funeral Planning Declaration
- Personal Property / Heirloom Memorandum
- Pour-Over Last Will and Testament
- Revocable Living Trust Agreement
- Certificate of Trust
- Includes one (1) transfer Deed
Other ESTATE PLANNING services
DEEDS
We can assist with real estate transfers by Warranty and/or Quitclaim Deeds, and the preparation of Transfer on Death Deeds, which allow you to name beneficiaries on your house.
*Additional recording fees apply with real estate transfers