Get everything you need in one comprehensive package. Living trust plus all essential supporting documents—professionally prepared and perfectly coordinated.
Why buy documents piecemeal when you can get a complete estate plan? Our bundled packages include your living trust plus all the essential supporting documents you need—at significant savings.
Compare our bundled prices to buying documents individually. You'll get comprehensive protection for less.
Perfect for individuals or couples wanting solid protection with the core documents.
Our most popular package. Everything you need for comprehensive estate planning and incapacity protection.
Maximum protection. Everything in Complete plus asset transfer documents and ongoing support.
| Document | Essential $797 |
Complete $997 |
Premium $1,297 |
|---|---|---|---|
| Living Trust (your choice) | ✓ | ✓ | ✓ |
| Pour-Over Will(s) | ✓ | ✓ | ✓ |
| Certificate of Trust | ✓ | ✓ | ✓ |
| Financial Power of Attorney | — | ✓ | ✓ |
| Healthcare Power of Attorney | — | ✓ | ✓ |
| Living Will/Advance Directive | — | ✓ | ✓ |
| HIPAA Authorization | — | ✓ | ✓ |
| Quitclaim Deeds (up to 2) | — | — | ✓ |
| Asset Assignment Documents | — | — | ✓ |
| Letter of Instructions | — | — | ✓ |
| One Free Amendment (first year) | — | — | ✓ |
Prefer to add documents individually? You can purchase supporting documents separately.
Essential backup to your trust. Ensures any assets not in trust go through trust distribution.
Authorizes someone to handle financial matters if you're incapacitated.
Authorizes someone to make medical decisions on your behalf.
Documents your end-of-life medical care preferences.
Proves your trust exists without revealing its private contents.
Allows designated persons to access your medical information.
Transfers real property into your trust. Price per property.
Transfer personal property, bank accounts, and investments to trust.
Schedule a free consultation to discuss which package is right for you. We'll help you choose the best option for your situation and budget.
Schedule Free ConsultationEmail: support at joeturtle.com | Phone: (951) 479-8190