Estate Planning Document Preparation
Your estate planning documents are among the most important you will ever sign. We prepare comprehensive, professionally structured estate planning document packages — tailored to your instructions — so your wishes are clearly documented and legally positioned.
Estate Planning Document Services
We prepare every document in your estate planning package — from your will and trust to your healthcare directive and trust funding instruments — based entirely on the wishes and instructions you provide.
01
A clearly structured will documenting your wishes for distribution of assets, appointment of executor, and guardianship designations for minor children.
Simple Wills — Pour-Over Wills — Testamentary Trust Wills — Executor Designations — Guardian Designations
Get a Quote ›02
A fully drafted living trust agreement avoiding probate and providing for seamless transfer of assets to your named beneficiaries while you maintain full control during your lifetime.
Revocable Trust Agreements — Successor Trustee Designations — Trust Asset Schedules — Amendment and Restatement Documents
Get a Quote ›03
A properly drafted financial power of attorney designating your agent to manage financial affairs in the event of your incapacity.
General Durable POA — Limited POA — Springing POA — Agent Designation and Acceptance Documents
Get a Quote ›04
Documentation of your healthcare wishes and designation of a healthcare proxy to make medical decisions on your behalf when you cannot.
Healthcare Proxy Designations — Living Will Documents — HIPAA Authorization Forms — End-of-Life Instruction Documents
Get a Quote ›05
A companion will to your living trust that directs any assets not already in trust to pour over into your trust at death, completing your estate plan.
Pour-Over Will Documents — Residuary Trust Provisions — Executor Designation Documents
Get a Quote ›06
The deeds, assignments, and transfer documents needed to fund your trust — moving your real property, accounts, and other assets into the trust's name.
Deeds into Trust — Asset Assignment Documents — Beneficiary Change Instructions — Vehicle Title Transfer Guidance — Account Retitling Letters
Get a Quote ›Who We Serve
Anyone who has assets, dependents, or wishes they want documented and protected.
If you have assets, a home, savings, or retirement accounts — and you want them to pass to the people you choose — you need an estate plan. Dying without one means the state decides who gets what.
A will is the only legal document in which you can name a guardian for your minor children. Without one, a court will make that decision without your input. Every parent needs this document.
Properties and business interests require specific planning to transfer efficiently at death. A living trust avoids the probate process for real property and ensures your business interests pass according to your plan.
If your will or trust is more than five years old, or if your life circumstances have changed significantly — divorce, remarriage, new children, new assets — your estate plan needs to be reviewed and updated.
Simple & Straightforward
Three clear steps from your first contact to receiving your completed documents. No hourly billing. No retainer. No surprises.
Contact us with the type of documents you need. Provide the relevant facts, names, dates, and specific instructions for your matter.
Your documents are professionally prepared and formatted based entirely on the information and instructions you provide. Revisions within scope are included.
Receive your completed documents, review them for accuracy against your instructions, and file or execute them yourself.
Understanding Our Services
Important Notice
The Juris Institute provides legal document preparation and legal education services only. Engaging our services does not create an attorney-client relationship. We do not provide legal advice, legal strategy, or court representation of any kind. All information on this page is provided for general educational purposes only and does not constitute legal advice. All documents are prepared based solely on the information and instructions provided by the client. The Juris Institute is not a law firm. All fees are due upon project initiation and are non-refundable.
Tell us what documents you need and we will provide a flat-fee quote — typically within one business day.
Contact Us to Get Started