Wills & Trusts / Estate Planning

All adults, regardless of family status or net worth, should have an estate plan, but up to 68% of Americans do not. Estate plans help you pass your possessions to loved ones after your death, obtain medical care according to your wishes (even if you become incapacitated), and provide assets to loved ones during your lifetime. 

Alexis offers two packages to fit common needs, as well as offering a-la-carte services to be priced depending on needs. Set up a free consultation to discuss what your needs are! After the initial consultation, you will receive a questionnaire that you can work on at your own pace. Prices are negotiable based on need because everyone should have an estate plan. Specialized types of trusts, including special needs trusts, are available as well! If you’re not sure what you need, let’s talk.

Basic Package

This package is perfect for people who do not own a home and want to ensure that their end-of-life needs are arranged and their next-of-kin does not need to struggle with handling their affairs.

Includes:

  • Last Will & Testament

  • Durable Power of Attorney

  • Advanced Healthcare Directive (including HIPAA Waiver and Dementia Directive)

  • Funeral Instructions

  • Summary of accounts, finances, insurance, and identity

For a Single Person: $2,500

For a Couple: $3,000

Trust Package

This package is designed for people or couples who own a home (or two) or have minor children.

Includes:

  • Living Trust

  • Transfer of Real Property into the Trust

  • Last Will & Testament

  • Durable Power of Attorney

  • Advanced Healthcare Directive (including HIPAA Waiver and Dementia Directive)

  • Funeral Instructions

  • Summary of accounts, finances, insurance, and identity

For a Single Person: $4,000

For a Couple: $4,500

Ready to get started?