Achieve Your Dreams Custom Estate Planning Packages™
Achieve Your Dreams Family Plan™
The Family Plan is ideal for families who don’t have assets that would have to go through the court process called probate, but do want to guarantee their minor children are well cared for no matter what, their health care wishes are turned into directives, and their loved ones are able to access their assets using a durable power of attorney if they become incapacitated.
The Family Plan is a will-based plan that provides the peace of mind of knowing we are here to help you navigate the system during life and for your family after you are gone.
The Family Plan also includes Health Care Directives and Powers of Attorney so that you know that you are well taken care of if anything happens as well as a Kids ICE Plan to ensure your children are always raised by the people you want, in the way you want, and never taken out of your home by authorities.
Achieve Your Dreams Trust Plan™
The Trust Plan is ideal for families who want the total assurance and peace of mind of knowing their family wealth will be transferred to heirs with the most ease and convenience possible in the privacy of our office without court involvement. It also gives clients the option of protecting their beneficiary’s inheritance from lawsuits, spouses, and estate taxes.
Our Trust Plan provides the peace of mind of knowing we are here to help you navigate the system during life and for your family after you are gone.
The Trust Plan also includes Wills, Health Care Directives, and Powers of Attorney so you and your assets are well taken care of. clients handle all asset transfers (except primary residence) with our unlimited guidance and support. The Kids ICE Plan may also be included to ensure your children are never taken from your home and are raised by the people you want.
Achieve Your Dreams Wealth Plan™
The Wealth Plan is ideal for families who Want the total assurance and peace of mind of the Trust Plan AND also all comfort of knowing that assets transfers have been taken care of by our office.
This plan is appropriate for busy families who want the least amount of personal effort and the greatest amount of convenience and care.
We do it all for you!
The Wealth Plan includes all of the components of the Trust Plan, plus we analyze how each of your assets is titled and designated and give you the comfort of knowing that all transfers are completed accurately. We also prepare an asset spreadsheet confirming what you own and how it is held, and complete all of the paperwork necessary to transfer every asset and designate every beneficiary for the maximum protection possible.
Additional Plans and Pricing:
We understand that there is no such thing as one-size fits all when it comes to protecting a family. That’s why in addition to our exceptional Achieve Your Dreams Custom Estate Planning Packages™, we also offer planning beyond our packages to meet your family’s unique needs and goals.
We also make costs more affordable than ever by offering highly competitive flat-fee rates and affordable payment plans so every family can be protected, regardless of wealth. Fees and payments are determined and agreed upon in advance so there are never any hidden surprises. Value is important to us, and our clients, and we are pleased our clients consistently give us 5 out of 5 stars for price paid value received. Contact us today to learn more about our pricing and payment plans.
Every Achieve Your Dreams Custom Estate Planning Package™
includes the following services:
- Unlimited phone-calls, emails, and meetings during the planning process.
- Proven methods for helping clients select guardians for minor children and other important roles.
- Complete funding instructions and unlimited guidance on trust funding.
- Free transfer of primary residence into trust.
- Three-year enrollment in Legal Directives, an online database providing easy access to health care directives.
- Private one-hour interview recorded on a CD to preserve your family memories and dreams for your loved ones.
- Private network of referrals to top OC financial planners, CPAs, and other trusted advisors.
- Free review of Estate Plan every three years.
- The comfort of having a trusted family attorney your family can count on now and always.
Contact us today at 949.718.0420 or register online and learn how we can help your family Achieve Your Dreams!