Simplified Estate Planning – Plan Options

When it comes to estate planning, there is a middle ground between simple online forms that may not be correct and spending hours and dollars with an attorney for unnecessarily complicated documents. If you are looking for a professionally drafted estate plan at a lower cost, McDonald Hopkins has simplified the process by creating several basic planning options that work for a variety of people, including:

  • Young professionals
  • Families with minor children
  • Retirees
  • Families with adult children

Married Couple – Trust Plan
2 Pour Over Wills
1 Revocable Living Trust
2 Durable Power of Attorney (financial)
2 Medical Directives

Married Couple – Will-based Plan
2 Wills
2 Durable Power of Attorney (financial)
2 Medical Directives

 

Single Person – Trust Plan
1 Pour Over Will
1 Revocable Living Trust
1 Durable Power of Attorney (financial)
1 Medical Directives

Single Person – Will-based Plan
1 Will
1 Durable Power of Attorney (financial)
1 Medical Directives
 


Who is this not right for? If you fall into one of the categories listed below, these plans are not right for you. Please contact a McDonald Hopkins estate planning and probate attorney for questions regarding customized estate planning needs.

  • Business owners
  • Large estates
  • Families who have children with special needs
  • Complex family dynamics

 

Let us know how we can help with your estate planning needs by filling out the form below.

 

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