New to Inherit?
Do you need work done on an estate plan drafted for you by someone else?
Whether reviewing and amending your existing estate plan or drafting you a whole new plan, Inherit offers a full range of options to meet your needs.
Inherit’s new client estate plan review is a great way for you to try out our service and for us to get to know you and your plan. Once complete, you will have a better understanding of your existing plan and be ready to make whatever changes you need.
A full review of your existing California estate plan, including welcome packet, online interview, attorney review, attorney consultation, and written recommendation.
Or, if you want to skip the review and make the change, Inherit’s trust restatement packages offer the most economical way to update your existing estate plan.
A full California estate plan for a couple, including a restatement of trust, two (2) general durable powers of attorney, two (2) advance health care directives, and two (2) pour-over wills. The planning process includes a written online interview, an attorney conference, attorney drafting of your plan, and delivery of your plan via email.
Concierge in-home signing service is available through our Inherit partners for an additional fee.
Trust transfer deeds are available for an additional fee.
A full California estate plan for an individual, including a restatement of trust, general durable power of attorney, advance health care directive, and pour-over will. The planning process includes a written online questionnaire, an attorney conference, attorney drafting of your plan, and delivery of your plan via email.
Concierge in-home signing service is available through our Inherit partners for an additional fee.
Trust transfer deeds are available for an additional fee.