Estate Planning Solutions
Welcome to Silver Grove Financial Group's estate planning services. We offer tailored solutions to protect your assets and ensure your wishes are carried out. Our comprehensive plans cater to various needs, from simple wills to complex trusts, providing peace of mind for you and your loved ones.
Trust-Based Estate Plan
$2,500
Revocable Trust
Revocable Trust with Certificate of Trust and General Transfer
Power of Attorney
Power of Attorney for Finances and Healthcare
Healthcare Documents
Advance Healthcare Directives and HIPAA Release
Additional Documents
Pour-Over Wills & Property Agreement (For community property states only)
Will-Based Estate Plan
$850
Simple Will
Simple Will as the foundation of your estate plan
Power of Attorney
Power of Attorney for Finances to manage your financial affairs
Healthcare Documents
Advance Healthcare Directives, Power of Attorney for Healthcare, and HIPAA Release to ensure your medical wishes are respected
Protect Your Wishes
Power of Attorney
Manage your financial affairs
Health Care Proxy
Ensure your medical wishes are respected
$500 Single / $850 Married
This includes a Power of Attorney for Finances & Power of Attorney for Healthcare for 1 individual. (Commonly utilized for children going away to college)
Additional Services
Business Assignments
$500
This assigns business interest into a Trust for Probate avoidance purposes
Estate Plan Amendments
$450
For documents completed by EncorEstate Plans or Helios ONLY.
Estate Plan Summary
$500
For EXISTING Trusts & Wills already completed client receives a summary page that includes ALL of the previous decisions.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
