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EPA Online Plus
This service is for those customers who like the convenience of online document creation but also want the advantage of in-person consultation with an EPA Attorney. Generally, this service is appropriate for married couples with minor children, married or single individuals with prior marriages and/or children from prior relationships, and for individuals or couples with a total net worth above $1M. Many who choose this service are seeking ways to ensure that their assets are protected from taxes and desire to establish specific trust provisions to benefit educational, special needs, charitable or civic organizations, or extended family and friends. This service is similar to our EPA Online service and gives you a Will, Advance Health Care Directive, and Durable Power of Attorney. Married couples will receive two (2) of each of these documents. However, when you purchase this service option you also get to meet with an EPA Attorney to discuss your goals and to ask any questions you have about estate planning. Why are all these documents important? First, these documents work together to ensure that your estate is protected both prior to your death and after you pass away. The Advance Health Care Directive that your health care wishes are known and followed by your Health Care Agent. The Durable Power of Attorney empowers someone to manage and maintain your financial assets when you are incapable of making financial decisions for yourself. Thus, both of these documents protect you while you are alive. Your Will takes over once you pass away. Your Will ensures that your directives are followed, your children are cared for by the people you select, and that your assets provide the most value to the people and institutions you care about. Together, these documents ensure that your estate is protected during your life and that your wishes are followed once you pass away. How much is my "total net worth?" Do not assume that you have less than $1M in assets. Your net worth is the net of your assets and liabilities. However, when you consider the equity in your home, combined retirement plans, and other assets like Life Insurance proceeds, many of our clients find that they have more than they think! If you believe this is level of service is right for you, begin building your estate plan by selecting the “Order Now” button to the right. You will purchase the EPA Online package, and then an EPA Attorney will contact you to schedule your in-person consultation. NOTE: If at any time, you have already purchased one of our services but find that you need more, we will gladly credit your account the money you have already invested toward the purchase of additional services. |
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