ALL-INCLUSIVE HEALTHCARE & Estate Planning

Every family is different, so every plan is different.  During your consultation, we figure out which 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 - I'll address any additional fees or costs during your free consultation in writing.  The second meeting is the execution or signing of all documents.  

*Additional recording fees may apply when transfers of real estate are involved.  

INCLUDES full consultation to develop estate plan and execute:   

• Durable General Power of Attorney 
• Living Will Declaration for End of Life Decision-Making (Healthcare Advance Directive)  
• Funeral Planning Declaration
• Last Will and Testament
• Grandchildren's Trusts (as needed) 
• Personal Property / Heirloom Memorandum
• Beneficiary Designation Planning
• Digital Asset Planning Checklist

 INCLUDES full consultation to develop estate plan and execute individual:   

• Durable General Power of Attorney 
• Living Will Declaration for End of Life Decision-Making (Healthcare Advance Directive)  
• Funeral Planning Declaration
• Last Will and Testament
• Grandchildren's Trusts (as needed) 
• Personal Property / Heirloom Memorandum
• Beneficiary Designation Planning
• Digital Asset Planning Checklist  

 INCLUDES full consultation to develop estate plan and execute:

• Durable General Power of Attorney 
• Living Will Declaration for End of Life Decision-Making (Healthcare Advance Directive)  
• Funeral Planning Declaration
• Pour-Over Last Will and Testament
• Revocable Living Trust Agreement
• Certificate of Trust
• Includes one (1) transfer Deed
• Personal Property / Heirloom Memorandum
• Beneficiary Designation Planning
• Digital Asset Planning Checklist

Customary for real estate transfers between family members, for-sale-by-owners, etc.

You can name a beneficiary on your house.  I'll help you.

Will require consultation to estimate fees and costs involved. 

Please let us know if you qualify and thank you for your service. 

An Indiana Will controls where your probate property goes when you die.  If your plan requires testamentary trusts or grandchildren's trusts, additional fees apply.

POAs can cover financial and healthcare decision-making.  POAs can be general in nature or limited as needed for specific circumstances.

Spell out your wishes about life-prolonging procedures and name your Healthcare Representative under Indiana law.