Estate Access Packages

The Basic Package includes the following:

Full access to Estate Management check lists:

• To-Do list for getting organized
• Advance Health Care Directive
• Key Legal Documents
• Items to be in your Will
• Passwords
• Planning Funeral and Memorial Service
• Questions for nursing home
• New Parents check list
• End of life check list
• Question for life insurance agent

Full access to articles, guides and legal documents:

• Sample trust and wills
• How to uncover new assets

The Standard Package includes everything in the Basic Package, PLUS:

• Annually an Estate Access staff member will contact you to assist you with a 1-2 hour consultation to help you determine, organize, and upload key information into your Secure Cloud Vault. (Powered by EverPlans)

The Premium Package includes everything in the Standard Package, PLUS:

• A CPA from Peterson CPA Firm will review your estate planning documents and you can discuss various topics with them, such as:
  • Tax benefits and disadvantageous of various trust.
  • How step-up in basis tax laws affect estate planning decisions
  • How will my IRA affect my beneficiaries tax bills
  • Charitable contributions, now or later
  • Annual review for changes in your circumstances and the tax law.