Discover our comprehensive packages tailored for couples, ensuring both of you have peace of mind for the road ahead. Our transparent pricing reflects our commitment to helping you safeguard your joint legacy.
The Standard Dual Will Legacy Plan for Couples is ideal for couples with significant assets in a private corporation, or significant assets that may not be subject to probate. The package includes the fundamental documents, with the inclusion of both Primary and Secondary Wills, Continuing Power of Attorney for Property and Power of Attorney for Personal Care. The plan includes:
Initial Consultation with Client Ambassador
Estate Planning Guide
Checklist of Documents
Upload of documents to ReadyWhen Platfor
1-hour consultation with a lawyer
30-minute collaborative meeting with a financial advisor or accountant
Primary Will, Secondary Will, Power of Attorney for Property, and Power of Attorney for Personal Care
One revision of documents
Mutual/Mirror Wills Agreement
Family Legacy Add-On.
One guardianship appointment and simple trust for minors