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With advice and guidance from the folks at Financial Residency, we created two cut-to-the-chase packages designed for health care professionals – The Works™ Phase 1 and Phases 1+2. (If you want to configure your own package click here.)

Phase 1 – Create your comprehensive estate plan

Phase 1 contains the Will, Living Trust, Health Care Directive, and Durable Power of Attorney. Your comprehensive estate plan helps care for your vulnerable loved ones, outlines how your assets will be distributed, and authorizes trusted agents to handle your affairs if you become incapacitated.

We customize each document to precisely align with your wishes/circumstances.

We print and mail the documents to you (prepped for your signature) with clear instructions – then we review the signed docs to ensure that each one fully complies with your state’s signing requirements (unlike modern contracts, these have old-school signing formalities that must be followed).

Phase 2 – Avoiding probate

Probate is an avoidable expense that can eat up 3-5% of your estate’s value – to avoid it, you must reconfigure your assets to take advantage of your Living Trust.

Unfortunately, this doesn’t happen automatically by signing the document. You must address each asset separately – and different asset types have different requirements. It’s not rocket science, but it’s also not intuitive.

Phase 2 is us supporting you for 5 years – talking through asset specifics, drafting asset transfer documents, and strategizing as you contemplate new investments.

We also make any updates or amendments you need to keep your estate plan current (i.e., marriage/divorce, change your child’s guardian, etc.) – we’ve got you covered for 5 years.

Works Phase 1

Create your plan

    • We create your custom estate plan
    • We ensure each document is signed correctly
    • As much help as you need (no billable timer)

    Click here for details

    • Each document customized to your wishes
    • Documents printed/tabbed for your signature
    • Docs and instructions sent by mail
    • Each document reviewed by a licensed attorney
    • Signed documents reviewed for proper execution
    • Long-term storage in our vault

$1500

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Works Phases 1+2

Create your plan + avoid probate

    • We help arrange your assets to avoid probate
    • We draft amendments and asset transfers
    • Support for 5 years (no billable timer)

    Click here for details

    • Everything included in Phase 1…
    • PLUS – our enthusiastic support for 5 years
    • PLUS – we discuss your asset portfolio and create transfer documents for the various assets
    • PLUS – we create amendments to keep your estate plan current

$2500

Checkout

Works Phase 1

Create your plan

    • We create your custom estate plan
    • We ensure each document is signed correctly
    • As much help as you need (no billable timer)

    Click here for details

    • Each document customized to your wishes
    • Each document reviewed by a licensed attorney
    • Docs and instructions sent by mail
    • Documents printed/tabbed for your signature
    • Signed documents reviewed for proper execution
    • Long-term storage in our vault

$800

Checkout

Works Phases 1+2

Create your plan + avoid probate

    • We help arrange your assets to avoid probate
    • We draft amendments and asset transfers
    • Support for 5 years (no billable timer)

    Click here for details

    • Everything included in Phase 1, plus
    • PLUS – our enthusiastic support for 5 years
    • PLUS – we discuss your asset portfolio and create transfer documents for the various assets
    • PLUS – we create amendments to keep your estate plan current

$1500

Checkout