LIFE PLANNING
Just the Basic for Young Adult, College Bound, and the Elder who want it simple

This estate planning package is a comprehensive plan for young adults and young couples who are just setting out on their life adventure or  Seasoned Individuals who just want to make everything easy.

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WHO'S THIS PLAN FOR?

This package is great for the young adult or young couple who are just out of high school, starting college or in college. It protects them when they are at school, working at internships or summer jobs, and participating in career-orientated programs, as well as weekends off adventuring out in nature or down time with friends. This is great for older adults who just need a plan.

WHAT'S INCLUDED?

  • Last Will & Testament (the "Will")

  • Financial Power of Attorney

  • Healthcare Power of Attorney

  • Includes a 5 Year Maintenance Plan*

*Maintenance includes minor changes to the plan such as updating the agent under power of attorney or your personal representative or changing a beneficiary's name. Additional fees may apply for redrafting or reorganizing assets. Your business may also develop succession plans regarding business interests you hold (inquire with OBLS about those details).

>>Mirror Documents for the Spouse in the Couple are billed at a special rate.
 

>> Unique Documents for the Spouse in the Couple are billed as a separate package.

 

Important notes:

  • Billed on production of first drafts of documents. [Consultations which do not result in first drafts are billed at attorney’s regular hourly rates.]

  • Copying, court fees, recording and filing fees, and overnight service delivery costs are not included in the flat fee.

Yes, I want this!

WHAT SHOULD I DO NEXT?

Click the button below and book a consultation with us! You can easily access our calendar and select a time that works for you. We'll discuss your situation and needs, and get you started right away. We can customize your Estate Plan to fit you, your family, and your adventure!