About Amy Phillips
Amy Phillips is the owner of Amy L. Phillips, PLLC. She is dedicated exclusively to estate planning and probate. She focuses her practice on planning for all ages—from young adults just starting their careers, to older individuals looking at long-term care and end of life decisions.
Estate Planning Packages
Each estate planning package includes the following documents and services: Durable Power of Attorney with Affidavit of Agent and Notices, Healthcare Surrogate Designation and Living Will with HIPAA Release, in-office signing, return of your originals, and a flash drive with electronic copies.
Will-Based Package
- Will (outright to beneficiaries, no trusts),
- Durable Power of Attorney,
- Healthcare Surrogate Designation + Living Will + Universal HIPAA Release,
- Originals returned and PDFs emailed to client or family.
Individual: $2,000
Couple: $2,750
Couple: $2,750
Living Trust Package
- Includes all of what is in Living Documents Package +
- Revocable Living Trust and all associated documents
- One deed transferred to trust, including recording fee
- Up to 1 hour of communication between legal staff and financial planners, advisors, and CPAs
- Trust binder with originals and additional resources for family in the future
- Up to two sets of paper copies (upon request)
Individual: $5,000
Couple: $6,000
Couple: $6,000
Premium Trust Package – Young Family Focused
- Includes all of what is in Intermediate Will Package +
- Power of attorney for childcare,
- Inclusion of guardian provisions throughout the plan,
- Personalized childcare plan,
- Confidential letter regarding desire to exclude a caregiver (if needed).
Individual: $6,500
Couple: $8,000
Couple: $8,000
Premium Trust Package – Long-Term Care Focused
- Includes all of what is in Intermediate Will Package +
- Trust may be an irrevocable asset protection trust,
- Additional time spent meeting with adult children,
- Summary of long-term care planning options for the future
Individual: $6,500
Couple: $8,000
Couple: $8,000