© 2019 by Estate Planning Architects

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Estate Planning Architects is a convenient, online, estate planning service.  We offer self-directed and attorney templated estate plans leveraging technology and  intuitive decision tree software online to reduce your costs.  An experienced, estate planner is available to review your estate plan if you need a consultation as to required documents for your specific situation

Our services are offered according to a fixed fee schedule.  Our pricing plans are meant to accommodate people with sizeable/complex estates as well as those with more simple estate planning needs.

Take a look.  We hope you agree that you can’t afford to be without a well conceived estate plan.  Pick the documents that fit your needs and get started now. 

 

Step by Step Simple & Secure Process

Here is an in-depth look at how the Estate Planning Architects estate planning process works:

  • Begin with a secure, simple questionnaire completed at your leisure, in one session or in as many sessions as you need, to ensure that all of your pertinent information is included in the decision-making process.

  • Once this questionnaire is completed, an estate planning professional will analyze your situation to make an initial determination regarding how your individual and family needs should be addressed in your estate plan.

  • An informative consultation with an estate planning professional will be scheduled at a time convenient for you (via phone, online or in-person). Your options, questions and concerns will be addressed. The discussion will be used by the estate planning professional to devise an appropriate strategy for your individual and family situation.

  • After the initial consultation, your draft estate planning documents are emailed to you. After you have reviewed your draft documents, a further consultation will be scheduled if needed.

  • Now that your outstanding questions have been resolved, any necessary alterations will be made to your documents. Final estate planning documents will be mailed to you with detailed instructions on how to proceed with signing or executing your documents.

  • Many people obtain living trusts from purely on-line services, but then do not “fund” their living trust. Only those assets formally transferred into the living trust will enjoy its benefits – for example, avoiding probate. Establishing a living trust and then failing to fund it is a waste of time and money, leaving your assets exposed to expensive and lengthy probate, as well as potential threats from creditors and others.

  • Electronic Estate Planners helps you complete the final stages, wrapping up the process of ensuring your estate plan really does become effective, protecting your loved ones.

 

What's Included?

COMPLETE LIVING TRUST PACKAGE INCLUDES: $1495.00

  • Pour-over Will

  • Revocable Living Trust

  • Trust Synopsis

  • Certification of Trust

  • Durable Power of Attorney

  • Medical Power of Attorney

  • Directive To Physicians And Family Or Surrogates

  • HIPAA Release Authorization

  • Declaration of Guardian

  • Form Letter with Instructions for Distribution of Personal Property

  • Declaration of Community Property (where appropriate)

  • Summary cover letter explaining documents

  • Detailed instructions on how to sign your documents in compliance with the state statutes

  • Instructions for transferring assets to Revocable Living Trust

  • Burial instructions

  • One hour consultation with an estate planning professional

WILL PACKAGE INCLUDES: $599

  • Last Will and Testament

  • Durable Power of Attorney

  • Medical Power of Attorney

  • Directive To Physicians And Family Or Surrogates

  • HIPAA Release Authorization

  • Declaration of Guardian

  • Form Letter with Instructions for Distribution of Personal Property

  • Summary cover letter explaining documents

  • Detailed instructions on how to sign your documents in compliance with the state statutes

  • Burial instructions

  • One hour consultation with an estate planning professional