Comprehensive Estate Planning Package — Wills, Trusts and Powers of Attorney at a Flat Fee

Estate planning is not just for the wealthy. Anyone with family, property or opinions about medical care needs a plan. A comprehensive estate planning package covers it all at once: who inherits, who decides if you cannot, and how your wishes are carried out.

Without a plan, state law decides. In fact, intestacy rules may not match your wishes at all. Moreover, if you become incapacitated without powers of attorney, your family may need a court guardianship. Therefore, a few documents can save enormous cost and stress.

This guide explains what a complete package includes, what it costs, and how to keep it current.

What a complete estate plan includes

A comprehensive plan usually has four core documents. First, a will or living trust says who inherits. Second, a durable power of attorney appoints someone to manage your finances if you cannot. Third, a healthcare directive states your medical wishes and names a healthcare agent. Fourth, beneficiary designations coordinate retirement accounts and life insurance.

Each document covers a different risk. For example, a will does nothing while you are alive but incapacitated. Similarly, a power of attorney ends at death. Consequently, you need the full set for complete protection.

Guardians for children

If you have minor children, your will should name a guardian. Otherwise, a court chooses. Furthermore, you can name a trustee to manage their inheritance until they are older.

Flat fee estate planning package cost

Hourly estate planning can be hard to budget. In contrast, a flat fee package shows the total price up front. As a result, you can complete your plan without worrying about the meter.

Our Estate Plan Bundle starts at $249. It includes a will or trust-based plan, a durable power of attorney and a healthcare directive. Meanwhile, couples can choose mirror wills at a combined price.

Will or trust?

Simple estates often do well with a last will. However, if you own real estate, value privacy or live in a state with costly probate, a living trust may be better. Our guide to living trusts compares the two.

Signing requirements

Each state sets its own signing rules. Most require two witnesses for a will, and many encourage a self-proving affidavit with a notary. Similarly, powers of attorney often must be notarized.

Mistakes in signing can invalidate documents. Therefore, follow the instructions exactly. Every document we prepare comes with step-by-step signing instructions for your state. Additionally, some states now allow remote online notarization or electronic wills.

Keeping your plan current

An estate plan is not a one-time task. Life events change what you need. For instance, marriage, divorce, a new child, a move to another state or a major change in assets should all prompt a review.

Beneficiary designations need attention too. They usually override your will. Consequently, an outdated designation can send money to an ex-spouse. A periodic estate planning consultation keeps everything aligned. For asset protection goals, see our guide to irrevocable trusts.

Our Estate Planning services in the USA

Every service below has a fixed price, is prepared by a qualified attorney and is delivered online — wherever you are in the USA. Additionally, you can upload evidence, message your attorney and track progress from your secure client dashboard.

Estate Planning services near you — every state we cover

Because everything is handled online, it makes no difference where you live. Nevertheless, the law does change from state to state, so every document is prepared for your local rules. Here are some of the places our clients come from most often.

Estate Planning help in California

We prepare estate planning documents for California law and local court practice. Clients come to us from Los Angeles (near the Stanley Mosk Courthouse downtown), San Diego (near the Hall of Justice on West Broadway), San Francisco (near the Civic Center courthouse on McAllister Street). For example, see Complete Estate Plan Bundle in Los Angeles, Complete Estate Plan Bundle in San Diego, Complete Estate Plan Bundle in San Francisco. Similarly, see Last Will and Testament in California.

Estate Planning help in Texas

We prepare estate planning documents for Texas law and local court practice. Clients come to us from Houston (near the Harris County Civil Courthouse), Dallas (near the George L. Allen Sr. Courts Building), San Antonio (near the Bexar County Courthouse), Austin (near the Travis County Civil and Family Courts Facility). For example, see Complete Estate Plan Bundle in Houston, Complete Estate Plan Bundle in Dallas, Complete Estate Plan Bundle in San Antonio, Complete Estate Plan Bundle in Austin. Similarly, see Last Will and Testament in Texas.

Estate Planning help in Florida

We prepare estate planning documents for Florida law and local court practice. Clients come to us from Miami (near the Miami-Dade County Courthouse on West Flagler Street), Orlando (near the Orange County Courthouse), Tampa (near the George E. Edgecomb Courthouse). For example, see Complete Estate Plan Bundle in Miami, Complete Estate Plan Bundle in Orlando, Complete Estate Plan Bundle in Tampa. Similarly, see Last Will and Testament in Florida.

Estate Planning help in New York

We prepare estate planning documents for New York law and local court practice. Clients come to us from New York City (near the New York County Courthouse at 60 Centre Street and the immigration court at 26 Federal Plaza), Brooklyn (near the Kings County Supreme Court on Adams Street). For example, see Complete Estate Plan Bundle in New York City, Complete Estate Plan Bundle in Brooklyn. Similarly, see Last Will and Testament in New York.

Estate Planning help in Illinois

We prepare estate planning documents for Illinois law and local court practice. Clients come to us from Chicago (near the Richard J. Daley Center). For example, see Complete Estate Plan Bundle in Chicago. Similarly, see Last Will and Testament in Illinois.

Estate Planning help in Georgia

We prepare estate planning documents for Georgia law and local court practice. Clients come to us from Atlanta (near the Fulton County Courthouse). For example, see Complete Estate Plan Bundle in Atlanta. Similarly, see Last Will and Testament in Georgia.

Estate Planning help in Arizona

We prepare estate planning documents for Arizona law and local court practice. Clients come to us from Phoenix (near the Maricopa County Superior Court). For example, see Complete Estate Plan Bundle in Phoenix. Similarly, see Last Will and Testament in Arizona.

Estate Planning help in Pennsylvania

We prepare estate planning documents for Pennsylvania law and local court practice. Clients come to us from Philadelphia (near City Hall, home of the Court of Common Pleas). For example, see Complete Estate Plan Bundle in Philadelphia. Similarly, see Last Will and Testament in Pennsylvania.

Estate Planning help in Washington

We prepare estate planning documents for Washington law and local court practice. Clients come to us from Seattle (near the King County Courthouse). For example, see Complete Estate Plan Bundle in Seattle. Similarly, see Last Will and Testament in Washington.

Estate Planning help in Colorado

We prepare estate planning documents for Colorado law and local court practice. Clients come to us from Denver (near the Denver City and County Building). For example, see Complete Estate Plan Bundle in Denver. Similarly, see Last Will and Testament in Colorado.

Estate Planning help in Massachusetts

We prepare estate planning documents for Massachusetts law and local court practice. Clients come to us from Boston (near the Edward W. Brooke Courthouse). For example, see Complete Estate Plan Bundle in Boston. Similarly, see Last Will and Testament in Massachusetts.

Estate Planning help in Nevada

We prepare estate planning documents for Nevada law and local court practice. Clients come to us from Las Vegas (near the Regional Justice Center). For example, see Complete Estate Plan Bundle in Las Vegas. Similarly, see Last Will and Testament in Nevada.

Estate Planning help in New Jersey

We prepare estate planning documents for New Jersey law and local court practice. Clients come to us from Newark (near the Essex County Hall of Records). For example, see Complete Estate Plan Bundle in Newark. Similarly, see Last Will and Testament in New Jersey.

Estate Planning help in North Carolina

We prepare estate planning documents for North Carolina law and local court practice. Clients come to us from Charlotte (near the Mecklenburg County Courthouse). For example, see Complete Estate Plan Bundle in Charlotte. Similarly, see Last Will and Testament in North Carolina.

We also help clients in Alabama, Alaska, Arkansas, Connecticut, Delaware, District of Columbia, Hawaii, Idaho, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Hampshire, New Mexico, North Dakota, Ohio, Oklahoma, Oregon, Rhode Island, South Carolina, South Dakota, Tennessee, Utah, Vermont, Virginia, West Virginia, Wisconsin, Wyoming. See every location we cover.

Complete Estate Plan Bundle in every state

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming

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Related guides

This guide is general information, not legal advice for your situation. Every case is different — speak to a qualified attorney before you act.