Matrix Simplified Estate Planning

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
One Revocable Living Trust
2 Pour Over Wills
1 Revocable Living Trust
2 Durable Power of Attorney (financial)
2 Medical Directives
1 Deed or Transfer Instrument (does not include recording costs)

Couple – Will-based Plan
2 Wills
2 Durable Power of Attorney (financial)
2 Medical Directives
1 Deed or Transfer Instrument (does not include recording costs)

 

Single Person – Trust Plan
One Revocable Living Trust
1 Pour Over Will
1 Revocable Living Trust
1 Durable Power of Attorney (financial)
1 Medical Directives
1 Deed or Transfer Instrument (does not include recording costs)

Single Person – Will-based Plan
1 Will
1 Durable Power of Attorney (financial)
1 Medical Directives
1 Deed or Transfer Instrument (does not include recording costs)


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 or visit mcdonaldhopkins.com/estate-planning-and-probate.

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