LIFE PLANNING

Legacy Builders

This estate planning package is the omnibus plan that fully utilizes the current estate and tax statues to maximize the longevity of your family's wealth. 

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WHO'S THIS PLAN FOR?

Legacy Planning is about setting your family on a course to move from generation to generation without the fear of losing a large portion of wealth to state and federal tax authorities, individual creditors, and spend-thrift heirs. Keep you legacy intake for grandchildren and great-grandchildren without having to fear there won't be enough. If you have significant assets, and are looking to plan for the expected and unexpected changes of life, this is the plan for you.

WHAT'S INCLUDED?

  • Trusts [of all kinds!]

  • Last Will & Testament (the "Will")

  • Financial Power of Attorney

  • Healthcare Power of Attorney

  • Healthcare Directives

  • HIPPA Release

  • Docubank Card (Fee per year set by DocuBank)

  • Memorial Instructions

  • Certificate of Trust

  • Funding Instructions & Unlimited Funding Support

  • Organization and planning around financial documents (Deeds, Titles, Life Insurance Policies, Business and Investment Interests, and more)

  • 2 Funding Vehicles, included

  • Lifetime 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 included. 
 

>> Unique Documents for the Spouse in the Couple are included.

 

Important notes:

  • Billed on production of first drafts of documents. [Except for the initial consultation (which is free!), consultations which do not result in document drafting 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!