Protect Your Future with Budget-Friendly Power of Attorney Packages
Estate Planning
Capital Estate Planners is a trusted resource for individuals and families seeking affordable, well-organized estate planning solutions. We specialize in educating people like you- parents, professionals, and business owners, among others about the estate planning process and helping them protect their assets and plan for the future.
Our personalized approach is designed to make estate planning clear and stress-free. We take the time to understand your goals and help coordinate the preparation of the appropriate estate planning documents through a streamlined process focused on clarity, accuracy, and proper execution.
Capital Estate Planners working in coordination with licensed attorneys who prepare estate planning documents, including trusts, as part of the overall planning process. Capital Estate Planners is not a law firm and does not provide legal advice, but serves as a central point of contact to help organize and facilitate the estate planning process from start to finish.
By combining education, coordination, and access to professional legal resources, we help people move forward with their estate planning with confidence and peace of mind.
Protecting Your Family and Your Legacy at Every Life Stage
A Living Trust Portfolio coordinated through Capital Estate Planners is designed to help you organize and plan for the management and distribution of your assets during your lifetime and beyond, while helping your loved ones avoid the delays and costs that can be associated with probate.
Estate Planning Package Includes:
Revocable Living Trust
Pour-over Will
Powers of Attorney for Financial & Medical
Medical ID card through Docubank
Advance Medical Directive
Special Needs Provisions
Reasonable telephone consultation regarding documents prepared with a client without additional charge
One-year FREE membership in our legal plan
Complete Notary Service
Funding Instructions by one of our friendly trained staff who will sit down with you in your home or our office
Attend a workshop for free and see if our legal services are a right for you.
There’s no commitment, pressure, or obligation.
