ESTATE PLANNING

Taking Care of Business

Taking care of your family is one of the most important parental or spousal responsibilities. Have you planned to protect yourself and your family? A well-written trust and associated documents will protect your family from expensive and lengthy probate proceedings; can save your family from a judge determining who gets your estate; and, allows you to make decisions concerning your health care and finances.  


The Legal Doc prepares end-of-life documents. In our Estate Planning Document Preparation Package, you receive the following:  


Preparation of Complete Estate Plan: 


Revocable Living Trust, Medical Information Disclosure Authorization, Schedule of Assets, Statement of Wishes (optional), Pour-Over Will, Living Will, Durable General Power of Attorney, Advance Health Care Directive, Durable Power of Attorney for Health Care, Asset Transfer Information Guidelines, and optional asset transfer documents including Assignment of Certificate of Deposit, Bank Letter, Bill of Sale to Trust (General), Bill of Sale to Trust (Personal Property), Grant Deed and Preliminary Change of Ownership Report (preparation and processing,), Insurance, Securities Transfer Stocks/Bonds/Other. 


You merely complete a brief questionnaire and the documents are prepared within two business days.


The Legal Doc uses the same software programs as law firms. Let The Legal Doc help you take care of business.




The Legal Doc fee for a single package is $350; $450 for Husband/Wife.