| EPA Online |
This level of service includes all three documents and is ideal for individuals with less complex relationship and/or asset structures.
Generally, this service is most appropriate for single individuals, married couples with no children, married couples with adult children and for most people with less than $1M in assets.
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| EPA Online Plus |
This level of service includes the convenience of EPA Online service, but also includes an in-person meeting with an EPA Attorney to discuss options.
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.
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| EPA Traditional |
This advanced level of service requires more personal attention by our attorneys-and allows you to adopt advanced planning strategies.
With this service, our Attorneys will discuss your goals and priorities and may recommend certain Trust options, depending on your asset structure and family dynamic. We will also discuss the risks and opportunities in navigating estate, inheritance, and gift tax issues.
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