Will and Trust Service, LLC
One New Hampshire Ave. Suite 125Portsmouth, NH 03801
Price List
Trust Package:
Individual or Married Due up front: $750Due at delivery: $750
Package Includes:
Revocable Living Trust Certification of Trust Pour-Over Wills Financial Power of Attorney Healthcare Power of Attorney Cloud Storage and SharingFREE Power of Attorney for any family memberFREE update within the first year
Basic Will Package:
Individual: $600
Married: $800
Package Includes:
Last Will and Testament Financial Power of Attorney Healthcare Power of Attorney Cloud Storage and Sharing
Your Estate Plan is something you should have direct access to and be able to update anytime. It shouldn’t require an appointment and a high hourly rate to make updates. For Trust clients, for 14.99 billed monthly or $150 billed annually after the first year, you will be able to update your trust yearly if needed and have unlimited power of attorneys that you can also use for your family.
Estate Planning Steps
1) Appointment Prep: You will receive the Estate Planning Appointment Guide to complete, so you are prepared for the first appointment.
2) Data Input Appointment: We will ask you questions and guide you through creating the basis of your estate plan.
3) Document Creation (2 weeks): Our attorney will review your estate needs and create the legal documents. Your estate planning package will be sent to our office to be reviewed, signed, and notarized during your follow up appointment. In unique situations, our attorney may need to follow up with you to ask clarifying questions.
4) Execution and Funding: We will work with you to make sure your estate plan is executed and funded.
2) Data Input Appointment: We will ask you questions and guide you through creating the basis of your estate plan.
3) Document Creation (2 weeks): Our attorney will review your estate needs and create the legal documents. Your estate planning package will be sent to our office to be reviewed, signed, and notarized during your follow up appointment. In unique situations, our attorney may need to follow up with you to ask clarifying questions.
4) Execution and Funding: We will work with you to make sure your estate plan is executed and funded.
Find out how today
A revolutionary new way to collaborate.
Advisor - Client - Attorney
Why?
Because most estate planning should be simple, convenient and affordable.
With The Will and Trust Company, LLC, we guide you every step of the easy process, helping create a secure estate plan to protect your and your loved ones.
With The Will and Trust Company, LLC, we guide you every step of the easy process, helping create a secure estate plan to protect your and your loved ones.