Create Your Comprehensive Estate Plan Today
Find the right plan for you.
Our Services
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
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A trust allows for the efficient management and distribution of assets according to specific instructions, providing privacy, control, and potential tax benefits. It offers asset protection from creditors and ensures continuity of financial support for beneficiaries beyond the settlor's lifetime.
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A will enables you to specify how your assets should be distributed after your death, ensuring your wishes are legally recognized. It provides clarity and peace of mind to your loved ones, simplifying the probate process and potentially minimizing disputes over your estate.
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The Power of Attorney package includes financial and medical
Why choose Elevate Estate Planning?
Choose us for your estate planning needs because we offer personalized, comprehensive services tailored to your unique situation. Our experienced team is committed to safeguarding your assets, ensuring your wishes are honored, and providing you with peace of mind. With our expertise, you can trust that your estate plan will be thorough, up-to-date, and aligned with your goals.
Why should I have an Estate Plan?
Estate planning is crucial because it ensures that your assets are distributed according to your wishes after your death, minimizing legal disputes and tax burdens for your heirs. It also provides peace of mind by establishing guardianship for minor children and making critical healthcare decisions if you become incapacitated.
Choose Your Plan.
Starting at $1,199
Essential Package
INCLUDES
Last Will & Testament, HIPAA Authorization, Living Will, Power of Attorney
MOST POPULAR
Advanced Package
Starting at $3,199
INCLUDES
Revocable Living Trust, Schedule of Assets, Last Will & Testament (Pour Over Will), HIPAA Authorization, Living Will, Power of Attorney, Trust Funding Guide, Certification of Trust
Starting at $4,299
Premium Package
INCLUDES
Schedule of Assets, Last Will & Testament (Pour Over Will), HIPAA Authorization, Living Will, Power of Attorney, Trust Funding Guide, Certification of Trust
Specialized Trusts include but not limited to Charitable Trust, Life Insurance Trust, Special Needs Trust, Generation-Skipping Trust, etc. Please contact us for more information on additional specialized trusts we offer.
