Cost-effective, high quality estate planning for individuals and couples that keeps your CFP® at the center of the process.

ESTATE PLANNING SERVICE FEATURES

Estate planning documents drawn up by fully qualified, highly experienced estate planning attorneys employed by our partners

Your dedicated CERTIFIED FINANCIAL PLANNER™ co-ordinates the whole process between you and the assigned lawyers

Documentation specific to, accepted in and used for all 50 states and DC (including community property states)

The comprehensive document set provided includes fully executed versions of a:

- Will

- Trust

- Financial Power of Attorney

- Medical Power of Attorney/Advance Medical Directives/Health Care Proxy

- HIPAA Release Form

- Certification of Trust

- General Transfer Document

- Instructions For Bequests of Tangible Personal Property

- Real Estate Property Deed, if necessary

This document set will include clauses, provisions and language to assert your wishes re:

- Privacy concerns

- Nomination of guardians for children

- Nomination of trustee

- Staggered Inheritance Distribution Provisions Under Different Ages or Conditions

- No Contest Clause

- Current or Future Special Needs Trust Provisions if necessary

- Incapacitation

In the case of a couple, both parties receive their own set of co-ordinated documents

Available future review and updates to the documents**

Available review of an existing will, with detailed summary and suggestions**

Prompt turnaround in a matter of days from discovery to document delivery

All data held by and transmissions between Anglia Advisors and our partners is encrypted and secure

**subject to an additional fee 

PRICING

One-time flat fee of $1250 for a full set of documents for an individual or two full sets for a couple