Norman Rubin Agency

Estate Documents Made Easy
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Estate Plan Document Services

Basic Will Package
Per Individual

Due up front
Due at delivery
Total

$225
$325
$550

BRRRR Group Discount

($50)

Reduced Pricing

$500

Package Includes

Last Will and Testament
Financial Power of Attorney
Healthcare Power of Attorney
Bound & organized hard copies of
all documents
Cloud Storage and Sharing
Premium White Glove Service

Trust Package
Individual or Married

Due up front
Due at delivery
Total

$650
$950
$1,500

BRRRR Group Discount

($100)

Reduced Pricing

$1,400

 

Additional Services
Real Estate Retitling

(Online service, per property)

$150

Package Includes

Revocable Living Trust
Certification of Trust
Pour-Over Wills
Financial Power of Attorney
Healthcare Power of Attorney
Bound & organized hard copies of
all documents
Cloud Storage and Sharing
Premium White Glove Service

 

Estate Plan Document Process

Schedule Zoom Appointment

One hour appointment with Ross Rubin to gather the required information for drafting of your documents. To schedule the appointment, please use the following link:

https://calendly.com/rrubin1/estate-plan-navigator

Appointment Prep

 After Scheduling your appointment, you will receive an email with a link to the Appointment Guide to review and complete, so you are prepared for the appointment.

Note: This is a very important part of the process!

Data Input Appointment

We will ask you questions and guide you through the process, creating the basis of your estate plan.

Document Creation (2 weeks)

Our attorney will review your estate needs and create the legal documents. Your estate planning package will be sent to our office and then provided to you in an organized binder to be reviewed, signed, and notarized.

In unique situations, our attorney may need to follow up with you to ask clarifying questions.

Execution and Funding

We will work with you to make sure your estate plan is executed and funded.

Contact Us For More Information