Estate Planning Package w/Trust

There is no underestimating the benefit of estate planning. Estate planning provides you the peace of mind to know that you have providing for your family in the untimely event of your passing. Losing a loved one is hard enough—help to eliminate some of the stress and uncertainty by making your wishes clear. Take advantage of the opportunity to minimize your expenses and get property to your loved ones quickly.

These legal services include a Trust. Trusts can be beneficial when it comes to avoiding some taxes, avoiding probate, and protecting your estate.  Allow Jackson Todd & Lambert, PLLC to assist you in determining if a trust is a good fit for your estate planning goals.

Package includes:

  • A Will – leaves your assets and names your executor
  • A Durable Power of Attorney for Finances – names someone to pay your bills in the event it is necessary
  • Advance Directive – instructs medical professionals of your end-of-life wishes
  • Subsequent consultation
  • Set up a trust – an arrangement that allows a third party, or trustee, to hold assets on behalf of a beneficiary or beneficiaries