Create Your estate plan with Confidence! Get ready to create the estate planning documents you need to legally protect yourself and your loved ones—without the stress. You’ll get expert-backed support every step of the way, using our streamlined process in partnership with Trust & Will.
đź‘‘ PowHERhouse VIP Estate Plan - Couple
What’s Included:
âś… Will Essentials Package:
- Last Will & Testament
- Power of Attorney (Medical & Financial)
- Healthcare Directive + HIPAA Authorization
- Guardianship Nomination
- Step-by-step guidance via our partner, Trust & Will
- Attorney review & on-call support
- 30-minute post-completion support session
đź”’ Trust & Legacy Package
- Revocable Living Trust
- Pour-Over Will
- Trust Funding Guide & Titling Checklist
- Planning Integration Review
- Optional Gifting or Charitable Bequest Language
Plus:
- Strategic Financial Scenarios
- Business Succession Guidance
- Custom Asset Map + Titling Review
- Two 1:1 Strategic Sessions
- Coordination with Tax or Legal Pros
- Priority Processing + VIP White-Glove Support
Value: ~6,000