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Classic Estate Planning

If you’ve never had estate planning documents before or your circumstances have changed and you need new ones, this package is for you. Whether you are newly married or your kids have left the nest, this package covers all the essentials to protect you and the ones you love.


Package Includes:

Last Will and Testament​

Designates how your assets will be distributed after your death and names guardians for your minor children, ensuring they are cared for according to your wishes.

Living Will

Specifies your preferences for medical treatment in situations where you cannot communicate, including decisions about life support and other critical care.

Financial Power of Attorney

Authorizes a trusted individual to manage your financial matters, such as handling bank accounts and paying bills, particularly if you're unable to do so.

HIPAA Release

Allows designated individuals to access your medical records, essential for those tasked with making informed healthcare decisions for you.

Medical Power of Attorney

Appoints someone to make healthcare decisions on your behalf if you become incapacitated, covering choices about treatments and care.

Establish your family's safety net today.

Questions? Reach out to our Client Services Team at 806-765-8801 or

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