Estate Plan - Trust Based (Couples)
Package Price:
$3,998
Package includes:
- 60-minute onboarding consultation session with client(s)
- (1) Draft of Joint Revocable Living Trust.
- (2) Draft of Pour Over Wills.
- (2) Draft of Durable Power of Attorney (Finances and Property).
- (2) Draft of Living Will with Healthcare Surrogate Designation.
- (1) Designated Private Client Portal for electronic delivery and storage of estate plan documents.
- (1) Certificate of Trust
- (1) Funding Instructions for trustee(s)
- (1) reasonable revision of any document(s) we draft for you under this pkg.
Adalbert M.
Dynamic Attorney helping people and small business owners protect their assets. Managing Partner at Apfelbaum Martinez Law, in Port Saint Lucie, Florida. Offering a wide range of legal services including: Business Law, Commercial Transactions, Estate Planning, Living Trusts and Wills, POA and Advanced Directives, Business Formation, Contract drafting, Business Counsel, Prenuptials and Postnuptials, and more. **Licensed in Florida and fluent in English and Spanish.
Reviews for Adalbert M.
Review Prenup - flexible timing
"Adalbert was efficient and provided great feedback."
Reply From Adalbert M.
Thank you, Mikayla, it was a pleasure working with you. Wishing you all the best.
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ContractsCounsel User
Create membership agreement between waxing salon and a client. A contract that will allow business to take monthly payments. Rules and regulations of use and canceletions.
"Super professional, punctual and with great personality! I am happy with our work!"
Reply From Adalbert M.
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ContractsCounsel User
Prenuptial Agreement Review
"Amazing service! I will hire him again when I need an attorney!"
Reply From Adalbert M.
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ContractsCounsel User
Create Simple Prenuptial Agreement in Florida
"Mr. Martinez was able to draft my document with my specifications in a timely manner and within the budget. I had a few revisions and they were completed quickly. Would highly recommend."
Reply From Adalbert M.
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ContractsCounsel User
Review Prenuptial Agreement
"Highly recommend, If you are looking for an honest and objective opinion, this is the person for you. Very professional bilingual attorney(fluently English & Spanish)"
Reply From Adalbert M.
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ContractsCounsel User
contract for a Pre-up
"I will definitely hire Adalbert again!"
Reply From Adalbert M.
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ContractsCounsel User
Recent Review for Adalbert M.
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Steps to Completing Project:
- After purchasing the package, tell Adalbert M more about your requirements.
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Other Legal Packages Offered By Lawyer
$3,798
28-day delivery
What's included:
- 45 – minute onboarding session with client (virtual or in-person).
- Entity Name Research.
- Electronic Delivery of Formation Documents.
- Prepare and File Articles of Incorporation.
- Filing fee for Corporation and Registered agent designation included ($70 value).
- Obtain EIN Number.
- Organizational Minutes.
- Draft of Bylaws.
- Draft Conflict of Interest Policy.
- Application for State Tax ID.
$3,798
45-day delivery
What's included:
- 60 – minute onboard session with client (virtual or in-person).
- Entity Name Research.
- Electronic Delivery of Formation Documents.
- Prepare and File Articles of Incorporation.
- Filing fee for Corporation and Registered agent designation included ($70 value)
- Obtain EIN Number.
- 1-year of registered agent service included ($150/yr. value).
- Organizational Minutes.
- Draft of Bylaws.
- Draft Conflict of Interest Policy.
- Application for State Tax ID.
- Application for 501(c)(3) TAX Exempt Status (IRS filing fee not included).
- Application for State Tax Exemption.
- Registering for Charitable Solicitation (Fundraising) – (filing fees not included).
$2,198
14-day delivery
What's included:
- 45 minute onboarding call with client(s)
- (2) Draft of Last Will and Testament
- (2) Self-Proving Affidavit
- (2) Draft of Durable Power of Attorney
- (2) Draft of Living Wills with Healthcare Surrogate Designation
- (2) Preneed Guardianship Designation
- Electronic Package of estate plan documents
- Online execution and notarization of all documents provided
- One (1) reasonable revision of any document we draft
Package Details:
- 60-minute onboarding consultation session with client(s)
- (1) Draft of Joint Revocable Living Trust.
- (2) Draft of Pour Over Wills.
- (2) Draft of Durable Power of Attorney (Finances and Property).
- (2) Draft of Living Will with Healthcare Surrogate Designation.
- (1) Designated Private Client Portal for electronic delivery and storage of estate plan documents.
- (1) Certificate of Trust
- (1) Funding Instructions for trustee(s)
- (1) reasonable revision of any document(s) we draft for you under this pkg.
