Estate Planning

Planning for your future is one of the most important gifts you can provide to your loved ones. Estate Planning is key to ensuring your loved ones receive the necessary provisions to move forward. We have developed three premiere packages to meet your estate planning needs.

The Cupbearer Package

Happy Family

This start-up package includes the essentials of estate planning and is priced to fit your budget.


Services Include:

  • Will Preparation

  • Health Care Power of Attorney/Advance Directive

  • Beneficiary Designations

  • Transfer on Death Titles

  • Durable Power of Attorney

The Steward Package

Couple with Daughter

This package includes the establishment of a Trust, along with the other documents included in The Cupbearer Package.

Services Include:

  • Will Preparation

  • Health Care Power of Attorney/Advance Directive

  • Beneficiary Designations

  • Durable Power of Attorney

  • Trust Establishment

The Peace Provider Package

Family Celebrating

This comprehensive package includes establishing and funding a Trust, along with the other documents included in the The Cupbearer and Steward Packages. 

Services Include:

  • Will Preparation

  • Health Care Power of Attorney/Advance Directive

  • Beneficiary Designations

  • Durable Power of Attorney

  • Trust Establishment

  • Trust Funding