What are the differences between the three estate plan options?

We offer three estate planning packages — Basic Will, Full Will, and Trust — each designed to meet different levels of need and complexity.

Basic Will - A simple, straightforward option for foundational planning. Includes:

• Designation of beneficiaries for your assets Funeral and burial preferences
• Perfect for those looking to put basic wishes in writing with minimal complexity.

Full Will - A more comprehensive plan for families or individuals with specific wishes. Includes everything in the Basic Will, plus:

• Guardian designations for children and pets Healthcare directives and medical powers of attorney
• A living will and HIPAA authorization
• A detailed asset schedule to organize and clarify distributions

Ideal for those who want added peace of mind and control over health, dependents, and legacy.

Trust Plan - Our most robust offering for maximum protection and estate control. Includes everything in the Full Will, plus:

• A Revocable Living Trust to avoid probate and maintain privacy
• A certificate of trust Expert guidance on funding your trust and managing assets

Best for individuals or families with more complex estates who want a seamless, private transfer of assets and long-term flexibility.

Each plan is designed to grow with your needs, giving you more control and peace of mind as your life — and legacy — evolves.