Document Services

Estate Plan Document Services

Your Estate Plan is by definition a carefully considered arrangement for the management and disposition of your financial and medical affairs in the event of your incapacity during your lifetime and your personal property upon your death.

We offer you the following basic customized documents that will enable you to immediately put into place an effective Estate Plan.

Last Will & Testament
Living Will
Financial Power of Attorney
Medical Power of Attorney
HIPAA Authorization
Beneficiary Deed

You may purchase them individually or as a complete set. Prior to your purchase, we strongly suggest that you review information you will need to submit that will enable us to prepare and complete your documents.

Click on Information We Collect. This form is for review only. When you select and purchase your documents, you will be directed to the appropriate information form. Thank you.

Other factors regarding your estate may require the services of an attorney along with certain additional documentation. Our legal advisor, Boland Law Group, PLLC provides such services.

Note: Not all on-line document services are the same. Estate Plan Document Services documents are not “Boiler Plate.” Boiler Plate Documents offer you limited choices based on basic questions they ask you. For Example: (Do you want to be an Organ Donor? Yes or No) What if you want to be an Organ Donor for a Family member only? What if you are OK with being an Organ Donor but only if there is cost to your Estate? Are you OK with Tissue or Organs being donated for Scientific Research?

We truly do Custom Drafted Documents! You will receive a phone call from an Estate Plan Document Services Representative to clarify your choices and options prior to the drafting of your Estate Documents to insure that your wishes are truly spelled out and followed explicitly.

Full Document Set for Single Person
Documents Personally Delivered and Notarized:	$300.00
Documents Mailed Only:	$200.00

Full Document Set for Married Couple
Documents Personally Delivered and Notarized:	$600.00
Documents Mailed Only:	$400.00

Document: Last Will & Testament

What It Does: Your Last Will & Testament names your personal Representative (the person that acts as you would if you were still alive) and it also names the Guardian of your minor children. A Last Will & Testament also is how one often passes on personal property to ones Heirs.

Why You Need It: Without a Will, the laws of your state will dictate who receives your assets even though you may want something different done with them.

What To Keep In Mind: An attorney can help you prepare a Will that distributes your assets in the manner you choose.

Document Personally Delivered and Notarized:	$200.00
Document Mailed Only:	$150.00

Document: Living Will

What It Does: Your Living Will specifies what you want or don't want for medical treatment if you are unable to express those wishes.

Why You Need It: A Living Will is a document that allows you to control the type and the treatment options which you will receive if you are in a persistent vegetative state.

What To Keep In Mind: As long as you are mentally competent and able to express your wishes, your instructions will control.

Document Personally Delivered and Notarized:	$99.00
Document Mailed Only:	$49.00

Document: Financial Power of Attorney (Durable)

What It Does: This document names a person to make financial decision for you if you are unable to make them yourself.

Why You Need It: A Durable Power of Attorney will avoid the cost, time and hassle of having someone go to Court to be appointed as your guardian.

What To Keep In Mind: As long as your mentally competent, you can appoint, revoke or change the power of attorney.

Document Personally Delivered and Notarized:	$150.00
Document Mailed Only:	$ 99.00

Document: Medical Power of Attorney (Durable)

What It Does: A durable Power of Attorney for Healthcare names a person to make medical decisions for you if you are unable to make them yourself.

Why You Need It: This document allows someone you trust and have appointed make medical decisions for you.

What To Keep In Mind: As long as you are mentally competent and able to express your wishes, your instructions will control.

Document Personally Delivered and Notarized:	$150.00
Document Mailed Only:	$ 99.00

Document: HIPAA Authorization

What It Does: A HIPAA authorization is a document that empowers someone you trust to have access to your Medical Records when necessary to make important decisions for you, when you are unable to make them for yourself.

Why You Need It: If you have empowered someone to make decisions for you they will need the most accurate medical information in order to make the best informed decisions.

What To Keep In Mind: As long as you are mentally competent and able to express your wishes, your instructions will control.

Document Personally Delivered and Notarized:	$99.00
Document Mailed Only:	$49.00

Document: Beneficiary Deed

What It Does: A Beneficiary Deed specifies to whom a person's principal residence will pass upon death.

Why You Need It: An Arizona Beneficiary Deed avoids the cost and delay of probate because the property is not part of the probate estate of the deceased owner. Avoiding probate can save a family $1,500 to $3,000 or more in legal fees.

What To Keep In Mind: The owner may revoke an Arizona Beneficiary Deed at any time by recording an appropriate revocation with the county recorder of the county in which the property is located.

Document Personally Delivered and Notarized:	$200.00
Document Mailed Only:	$150.00

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Disclaimer: The information provided in this site is not legal advice, but general information concerning legal issues commonly encountered. Estate Plan Documentation Services is the DBA of Estate Planning That Works. It is not a law firm and is not a substitute for an attorney or law firm. Your access to and use of this site is subject to additional terms and conditions.