Premium Individual Bundle
$349.00
Premium Portfolio – (Individual)
Expanded document preparation for individuals who want added coverage and clarity for their family.
Includes:
Last Will and Testament
Durable Power of Attorney
Healthcare Directive (Living Will)
Guardian Designation (for minor children, if applicable)
HIPAA Authorization
Also Included:
Structured document preparation based on your provided information
Standard review for completeness and consistency
Organized digital copies of all documents
Quantity
How It Works
After placing your order, you will receive an email with a link to access your secure PlanWell client portal. You will be prompted to create your login and set up your profile.
Once your account is established, you will be assigned a questionnaire tailored to the specific document or portfolio you selected. This questionnaire allows you to provide the information needed for document preparation.
After you submit your completed questionnaire, we will begin drafting your documents based on the information you provided. Please allow a minimum of 72 hours for preparation and internal review.
When your documents are ready, they will be delivered to you through your secure portal for review. After you confirm that all information is accurate, you will receive instructions on how to properly execute your documents.
If you selected the optional PlanWell Estate Planning Portfolio binder, your finalized documents will also be professionally printed, bound, and shipped to the address you provided.