Business Owners Legacy Planning Package

As a business owner, protecting your legacy is vital. Our Business Legacy Package offers comprehensive estate planning solutions tailored to your unique needs, ensuring your assets are managed and distributed according to your wishes. With all work completed through our flat fee packages, you can invest in peace of mind without hidden costs.

What's Included in the Business Owner’s Legacy Package?

Pour Over Will:

A legal document that ensures all your property is distributed to the Trustee of a trust upon your death.

Living Trust:

A written legal document where your assets are placed into a trust for your benefit during your lifetime and then transferred to designated beneficiaries at your death by your successor trustee.

Ancillary Documents:

Included with your package are essential documents to further protect your interests:

➔ Durable Power of Attorney

➔ Healthcare Power of Attorney

➔ Advanced Directive

➔ HIPAA Release

➔ Declaration of Guardians for Minor

➔ Declaration of Guardianship

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