Your first step in creating your estate plan is to answer a series of questions. These questions will give our attorneys the information they need to make a document recommendation.  The attorney will recommend either a Will Package or a Trust Package based on the answers given. 

Will Package Per Person

The Will Package includes:

  • Last Will and Testament
  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • Attorney assigned to file
  • Cloud Storing and Sharing

Trust Package Single/Married

The Trust Package includes:

  • Revocable Living Trust
  • Certification of Trust
  • Pour-Over Wills
  • Financial Power of Attorney(s)
  • Healthcare Power of  Attorney(s)
  • Attorney assigned to file
  • Cloud Storing/Sharing

EP Navigator also gives you the option of having one of our experts guide you through the estate planning process. Click here to learn more, or set up an appointment.

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