
Wills & Trusts / Estate Planning
SPECIAL! 2SLGBTQIA+ Pride Month is here! It feels more important this year than ever, with rights for the trans community constantly under attack and basic civil liberties being stripped away. It is often stated that the first Pride was a riot, and that fact is important to remember this year.
I want to offer a way to meaningfully protect yourselves and your family: I’m offering a 10% discount on estate plan packages between June 1 and July 15, 2025 to people or couples who identify as 2SLGBTQIA+, and parents of children who identify as 2SLGBTQIA+. Creating your estate plan is a key way to ensure that, after you die, your family (including chosen family) is legally protected, your children are treated with respect, and your wishes are followed. You can make a zero-cost, no-obligation appointment by pressing “Book Now” in the top-right corner of this page.
All adults, regardless of family status or net worth, should have an estate plan, but up to 68% of Americans do not. Estate plans help you pass your possessions to loved ones after your death, obtain medical care according to your wishes (even if you become incapacitated), and provide assets to loved ones during your lifetime.
Alexis offers two packages to fit common needs, as well as offering a-la-carte services to be priced depending on needs. Set up a free consultation to discuss what your needs are! After the initial consultation, you will receive a questionnaire that you can work on at your own pace. Prices are negotiable based on need because everyone should have an estate plan. Specialized types of trusts, including special needs trusts, are available as well! If you’re not sure what you need, let’s talk.
Basic Package
This package is perfect for people who do not own a home and want to ensure that their end-of-life needs are arranged and their next-of-kin does not need to struggle with handling their affairs.
Includes:
Last Will & Testament
Durable Power of Attorney
Advanced Healthcare Directive (including HIPAA Waiver and Dementia Directive)
Funeral Instructions
Summary of accounts, finances, insurance, and identity
For a Single Person: $2,500
For a Couple: $3,000
Trust Package
This package is designed for people or couples who own a home (or two) or have minor children.
Includes:
Living Trust
Transfer of Real Property into the Trust
Last Will & Testament
Durable Power of Attorney
Advanced Healthcare Directive (including HIPAA Waiver and Dementia Directive)
Funeral Instructions
Summary of accounts, finances, insurance, and identity
For a Single Person: $4,000
For a Couple: $4,500
