Basic Estate Plan

The most basic plan we offer.

A Basic Estate Plan uses a last will and testament to distribute your assets upon death. A will must be admitted to probate, and an executor must be appointed by the court, before assets subject to probate may be distributed. Therefore, probate proceedings are required to administer a basic estate plan. The other documents that are part of this plan may be used without probate. 

Description Title

A Basic Estate Plan uses a last will and testament to distribute your assets upon death.  A will must be admitted to probate, and an executor must be appointed by the court, before assets subject to probate may be distributed.   Therefore, probate proceedings are required to administer a basic estate plan.  The other documents that are part of this plan may be used without probate. 


Is this a good fit for you?


A Basic Estate Plan is suitable for anyone who meets these criteria:

  • Does not desire to avoid probate
  • Does not have minor children
  • Has relatively simple estate planning needs
  • Does not have substantial assets that require management by a trustee for beneficiaries
  • Needs a complete estate plan at the lowest cost

A Basic Estate Plan includes these documents:

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  • Last will & testament
  • Power of attorney
  • Healthcare directive
  • Appointment of guardian
  • Appointment of funeral representative
  • Estate planning roadmap

.... and these services:

  • Consultation to create your plan
  • Custom document drafting
  • Consultation to review documents
  • Witness and notarize documents
  • Document binding
  • Scan documents to flash drive
  • Delivery of original documents and copy on flash drive
  • Follow-up consultations as necessary to implement plan

A Basic Estate Plan is designed to provide these benefits (which will vary in each case):

Reduce upfront planning costs

  • Coordinate assets to work with estate planning documents for maximum benefit
  • Designate any number of beneficiaries
  • Designate personal property to be given to specific persons
  • Disinherit specific persons
  • Manage property for persons under disability or with substance abuse problems
  • Appoint an executor to handle probate proceedings
  • Appoint an agent under power of attorney to make financial decisions, and handle digital assets
  • Appoint a patient advocate to make medical decisions, including withdrawal of life support
  • Appoint a guardian to care for minor or adult children
  • Appoint a funeral representative to carry out your funeral and burial instructions
  • Prevent family disputes

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