Estate Planning

As CPAs, it's crucial to highlight the value of a full comprehensive estate plan, including essential documents such as the Revocable Living Trust, Certificate of Trust, Last Will & Testament, Financial Power of Attorney, Healthcare Power of Attorney, Living Will, and Advanced Directives. These documents work together to protect your clients' interests and ensure their wishes are honored. The cost of a comprehensive estate plan, encompassing all these documents, is approximately $1,695. By investing in a comprehensive estate plan, your clients gain the peace of mind that their assets are properly managed and their healthcare and financial decisions are entrusted to designated individuals. Emphasize the importance of this investment in providing security, clarity, and protection for their loved ones and their own future.

Power of Attorney
Healthcare Directive/ Living Will