Pricing plan
Ready-Made Plans
(Software Based Estate Plans)
If you have a fairly simple estate and wishes, are willing to use technology to get your plan in place, and would like to save some $, consider using our ready-made plans! We’ve created a top-notch estate planning software, Estate Lock, which offers high quality ready-made estate plans, as well as attorney review and support options through Jenkins & Jenkins, Estate Planning Attorneys. Need full attorney support in completing your plan? We have you covered, check out our full service plans by clicking here. If you’re interested in the plans below, start with the Estate Planning Questionnaire and begin your plan there. Based on the attorney support options chosen, Jenkins & Jenkins, Estate Planning Attorneys will assist after you’ve made it through the software.
Trust Based Plan
Personal package for personal use, vlog, personal podcast.
Single Married
- Ready-Made Plan
- $599 / $699
- Attorney Review
- $899 / $999
- Premium Service
- $1,599 / $1,699
Popular
Will Based Plan
Personal package for personal use, vlog, personal podcast.
Single Married
- Ready-Made Plan
- $249 / $299
- Attorney Review
- $499 / $599
- Premium Service
- $1099 / $1199
Powers of Attorney
Personal package for personal use, vlog, personal podcast.
Single Married
- Ready-Made Plan
- $49 / $59
- Attorney Review
- $199 / $249
- Premium Service
- $349 / $399
Deeds to transfer property to trust additional for software based plans: $300/deed (optional service that can be added to any plan)
Notarization included in the Premium Service option only.
What’s Included in Our Ready-Made Plans?
Trust Based Plan
- Age Restrictions On Inheritance
- Continuing Lifetime Trusts for beneficiaries
- Optional tax advantaged AB trust planning
- Schedule of Assets
- Certification of Trust
- Trust Funding Guide
- Personal Property Gift List
- Pour-Over Will
- Guardianship Nominations
- Durable Power of Attorney for Financial Decisions
- Advance Health Care Directive for Medical Decisions (Living Will)
- HIPAA Authorization
Popular
Will Based Plan
- Last Will & Testament
- Guardianship Nominations
- Durable Power of Attorney for Financial Decisions
- Advance Health Care Directive for Medical Decisions (Living Will)
- HIPAA Authorization
Powers of Attorney
- Durable Power of Attorney for Financial Decisions
- Advance Health Care Directive for Medical Decisions (Living Will)
- HIPAA Authorization
What Are The Different Levels of Service?
Ready-Made PLans
- -Online guided questionnaire to build your estate plan.
- -Signature ready documents shipped to your door for notarization
- -Pre-recorded guides to complete your plan, learn about your documents, and fund your trust.
- -Access to Estate Lock Support staff for technical assistance.
- -No attorney-client relationship formed.
Attorney Review
- -Estate Planning Attorney will record a video walkthrough explaining the documents you’ve created. Watch it at your convenience and save it to refresh your memory later.
- -Pre-recorded guides to complete your plan, learn about your documents, and fund your trust.
- -Email correspondence with Estate Planning Attorney to discuss funding your Trust or to answer questions about your plan for 1 year.
- -Limited scope attorney-client relationship formed.
- -No attorney-client relationship formed.
Premium Service
- -Start with the online questionnaire to gather the basic information needed and have your plan automatically drafted through our software.
- -Live virtual review with an Estate Planning Attorney to cover any questions you have, discuss/make any needed updates to your plan, and to personally guide you on completing your plan and funding your Trust.
- -Unlimited access to Estate Planning Attorney for all planning needs/questions.
- -Full attorney-client relationship formed.
Deed Services
- -We offer deed preparation and recording services that may be added to any level of service above. We’ll search property records to find your most recent deed, prepare a trust transfer deed, and record the deed with the County Recorder on your behalf. Transfers between family members prior to transfer into a trust may be added as well. Title search, deed preparation, and County Recording Fees are included in the cost.
- **Deed services not offered for properties located in Hawaii. Contact us for a referral if you have property in Hawaii that needs to be placed in Trust.
