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patrick@npoauthority.com

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Create a Legacy – Avoid Probate – Support a Nonprofit

three budget-friendly plans, simple to comprehend and acknowledged nationwide. Let us assist you in being a hero to your family and a champion for a worthy cause

Living Will

$199.00/Price

  1. Heading or Title: Identifies the document.
  2. Introduction: Revokes previous wills, confirms capacity.
  3. Executor: Names the person responsible for executing the will.
  4. Nonprofit Donation: Designates the names and the amounts.
  5. Bequests: Outlines asset distribution among beneficiaries.
  6. Funeral and Burial Instructions: List your final wishes.
  7. Residual Estate: Addresses remaining assets after specific bequests.
  8. Witnesses: Signatures of witnesses for validation.
  9. Notary Public: Optional in some jurisdictions.
  10. Date and Signature: Dated and signed by the testator in the
    presence of witnesses.
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* Rates are subject to change

Basic Trust

$699.00/Price

  1. Grantor: You (the person setting up the trust).
  2. Trustee: Manages trust assets (can be yourself).
  3. Successor Trustee: Takes over if you can’t manage.
  4. Beneficiaries: Those getting assets after you.
  5. Assets: Property and belongings in the trust.
  6. Revocability: You can change or cancel it.
  7. Distribution Instructions: How assets are given out.
  8. Incapacity Plan: What happens if you can’t manage.
  9. Pour-Over Will: Catches any missed assets for the trust.
  10. Privacy: Private, avoids public probate.
  11. Asset Management: Simplifies managing and distributing
    assets.
  12. Nonprofit Organization: Explains the amounts and the
    organizations you wish to support.
  13. Certificate of trust: Proof that you have established a trust.
  14. Deeds: Places your home into the Family trust.
  15. Avoids Probate: Keeps your home out of the court system.
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Platinum Trust

$1,250.00/Service

The Platinum Plan Includes Everything in the Basic Plan PLUS BONUS

  1. One on One Consultation: Receive help setting up your trust.
  2. Living Will: stating your medical preferences if you can’t communicate
  3. Health Care Power of Attorney: choose someone you trust to make
    medical decisions for you if you’re unable to do so.
  4. Financial Power of attorney: Allows someone you trust to manage your
    financial matters if you’re unable to do it yourself.
  5. Pourover Will: legal document that catches any assets not placed in a trust
    during your lifetime, directing them to be added to the trust after your death.
  6. Medical Certifications: A medical certification for a Power of Attorney
    (POA) verifies incapacity, activating the designated agent’s authority for
    healthcare decisions.
  7. Complete Instruction manual: Trustor’s guidelines, Successor trustee’s
    guidelines, funding instructions, and funding letters.
  8. 2-copies of everything.
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We are here to help you leave a legacy

Frequently asked questions about our services.
Yes, the paperwork for the Self Directed Trust and the Will is legal in every state.
yes, the deed will need to be recorded at your local courthouse, but thanks to technology, we have a nationwide recording process if you would like us to help you.
No, just the one-time recording fee at your local courthouse and the recording fee itself which usually is about $150.00
We sure do -- we will go over each step with you until the deed is recorded.
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