Jamie's Document Preparation & Notary Services
Estate Plan Explained
An estate plan is a comprehensive set of legal documents designed to protect you, your loved ones, and your assets—both during your lifetime and after. A Living Trust outlines how your assets are managed and distributed, helping your family avoid probate and maintain privacy. A Last Will and Testament names guardians for minor children and provides instructions for any assets not titled in the trust. A Durable Power of Attorney allows someone you trust to handle financial matters if you become incapacitated. An Advance Health Care Directive (or medical power of attorney) ensures your medical wishes are honored and appoints someone to make health care decisions on your behalf if you cannot.
A properly structured estate plan also includes transferring ownership of your home into your trust. This is accomplished by preparing and recording a deed, ensuring your property is correctly titled so it fully benefits from the protections of your trust and avoids probate. Without this critical step, even a well-drafted trust may not function as intended.
Together, these documents work seamlessly to provide clarity, protection, and peace of mind—ensuring your wishes are respected and your family is supported when it matters most.
We guide you through each step of the process to make sure everything is completed accurately and efficiently.
Cost
Estate plans range between $1,000–$1,350, depending on your specific needs. This comprehensive package includes in-office notary services, recording and filing fees, and a professionally assembled binder to keep your documents organized and easily accessible. Additional properties or services may be included for an additional fee.
Payment plans are available to help make the process more manageable.