Pour-over Will + Trust Package
Bundle: trust + pour-over will + POAs + healthcare directives.
The Pour-over Will + Trust Package is what most of our families end up choosing. It's the complete coverage in one engagement: a revocable living trust to avoid probate, a pour-over will to catch anything that doesn't make it into the trust, a durable financial power of attorney, a healthcare surrogate designation, and a living will. Five documents, one flat fee, two meetings, three weeks.
The pour-over will is the safety net. Even with the best funding work, sometimes assets sneak through — a forgotten bank account, a settlement check that arrives after death, a vehicle never retitled. The pour-over will directs all of those to "pour over" into your trust at death, where they're distributed under the trust's instructions. It still requires a small probate (or sometimes summary admin) for those leftover items, but the trust assets — usually the bulk of the estate — pass cleanly outside court.
Bundling saves about $500 vs. drafting each document separately ($1,800 trust + $450 will + $250 POA + $200 healthcare = $2,700 standalone, vs. $2,200 packaged), and more importantly it saves time. Everything's coordinated, the language is consistent, and we can complete the whole package in a single planning meeting + a single signing meeting.
Who qualifies
- Anyone who wants their estate plan done once, done right
- Homeowners or anyone with non-exempt assets over $150k
- Parents — especially with minor children (the package handles guardianship + asset trust together)
- Couples — we do simple two-person packages for one combined fee, not double
- Anyone who currently has nothing — a 50% discount on the package's price compared to facing it without anything
What we handle
Your flat fee covers everything below. No surprise invoices, no “billable hours” anxiety — the price is the price.
- Revocable Living Trust (you + spouse if applicable)
- Pour-over Will (your safety net for unfunded assets)
- Durable Financial Power of Attorney
- Healthcare Surrogate Designation
- Living Will (end-of-life wishes)
- Optional: Designation of Pre-Need Guardian (for minor kids)
- Funding instructions + Florida deed retitling
- Trustee guidance memo for your successors
- Free review every 3 years for former clients
How it works, step by step
- 01Discovery call (free)
30 minutes by phone or video. We learn about your family, your assets, your concerns. Most calls end with a flat-fee quote in writing.
We handleWe come prepared. You don't need to prep — just show up and tell us what's going on. - 02One planning meeting (90 min)
We work through every decision the package needs: trustee, healthcare agent, financial agent, beneficiaries, guardianship for minor kids, end-of-life preferences. Mostly your decisions, our facilitation.
We handleIn person in Sarasota or by video. Spouses do it together — same fee for two. - 03Drafts within a week
Five documents come back to you for review through our encrypted portal. Read at your pace, mark questions. We schedule a 15-minute review call before signing.
We handlePlain-English summary memo with the documents — what each one does, when it kicks in, what to remember. - 04Signing meeting
All five documents signed in one sitting — typically 45 minutes. Witnesses and notary on hand. You leave (or hang up) with a complete plan.
We handleMobile notary at your home if traveling to Sarasota is hard. We come to you. - 05Funding + delivery
Florida real estate gets retitled within a week. We provide written instructions for banks, brokerages, vehicles, and out-of-state property. You get a binder (paper or PDF) with everything organized.
We handleWe track the funding to completion — most plans are fully funded within 30 days of signing.
What we watch for
Easy on people, tough on problems. These are the things that catch families off guard — we've seen them all and we plan around them.
- Skipping the funding step. The trust portion only works if assets are retitled. Our package includes the funding work — make sure your attorney's does too.
- Outdated beneficiary forms. Retirement accounts and life insurance pass by beneficiary form, NOT by trust or will. We coordinate the forms so they match your plan.
- Naming children directly on retirement accounts. Sounds smart, but it triggers required minimum distributions on a tight schedule (post-SECURE Act). Naming the trust instead can give heirs much more flexibility.
- Forgetting digital assets. Crypto, online accounts, photo libraries, business credentials. We add a digital assets clause that gives your trustee legal authority to access them.
- Treating the plan as one-and-done. Marriage, divorce, death of a beneficiary, sale of a major asset, move out of state — all trigger a review. Free for our former clients every 3 years.
Questions families ask us
If you're going to do this once, do it once and do it right. The package is the answer most families land on after considering the alternatives. It covers everything that matters and we walk you through every decision with the warmth and patience that any of us would want our own family to receive.