360 Coverage for you and your family 

360 Coverage for you and your family 

360 Estate Planning

  • FREE lunch or dinner meeting*
  • FREE, premium Estate Planning Binder
  • Review of your insurance policies and retirement accounts to help ensure your are protected
  • Advice on how to protect your current assets 
  • Advice on reducing tax liabilities 
  • Notary service for all of your documents
  • Drafting of Medical Living Will
  • Drafting of Financial Power of Attorney
  • Drafting of Medical Power of Attorney
  • Drafting of Last Will and Testament  
  • Creation of Trusts, if desired
  • Help establishing care for pets
  • Long term care planning and insurance referrals
  • Memorial service planning and discussions
  • Assistance with final "goodbye" letter and obituary
  • Organization of passwords, insurance, and other important documents your loved ones will need 
  • Up to five hours of face-to-face or phone advice with attorney

Fees and Costs 

*Meals include up to $50.00 at restaurant chosen from list..