Trust Packages
Adviser-Led Core Trust Packages
The goal of all EPAOA trusts is to provide accessible, advisor-led estate planning services that are affordable, convenient, and backed by a predictable process that leverages human-AI collaboration.
Retiree Trust Package
The Retiree Trust Package is designed specifically for retirees and pre-retirees who want clarity, control, and confidence as they transition from wealth accumulation to wealth preservation and legacy planning.
This advisor-led plan is ideal for individuals, couples, and families who have spent a lifetime building their assets and now want to ensure those assets are protected, properly titled, and transferred efficiently to loved ones—without unnecessary probate, confusion, or delays.
Through a guided, step-by-step process, your advisor helps you align your estate plan with your retirement income strategy, beneficiary designations, healthcare wishes, and long-term family goals. The result is a coordinated plan that protects your spouse, honors your intentions, and preserves your legacy.
This package includes all required state-specific legal documents and professional guidance to help ensure your retirement plan works not only during your lifetime, but for the generations that follow. Click on the video for an overview and then click on the button to schedule your Advisor-led Discovery Meeting.
Here is what is Included:
Virtual Discovery Meeting & Plan Creation Meeting with your Advisor.
State-specific Revocable Trust and Pour-over Will
Last Will & Testament
Financial Power of Attorney
Advance Health Care Directive
Guardianship nominations
Trust funding guidance
Virtual family meeting with your Advisor
Price: $2,500
Remote notary: $300
Deed preparation service: Starting at $175
Trust Review: $500
Trust Restatement: ($1,000 to $2,000)
Here is what is Included:
Virtual Discovery Meeting & Plan Creation Meeting with your Advisor.
State-specific Revocable Trust and Pour-over Will
Last Will & Testament
Financial Power of Attorney
Advance Health Care Directive
Guardianship nominations
Trust funding guidance
Virtual family meeting with your Advisor
Price: $2,500
Remote notary: $300
Deed preparation service: Starting at $175
Trust Review: $500 (optional)
Trust Restatement: ($1,000 to $2,000)
Family Trust Package
The Family Trust Package is designed for working families who are balancing careers, children, homeownership, and long-term financial responsibilities—and want to protect the people they love most if the unexpected occurs.
This advisor-led plan is ideal for individuals and couples who want to avoid probate, clearly name guardians for minor children, protect family assets, and ensure their wishes are carried out smoothly and privately. It provides structure and peace of mind during life’s busiest years, when planning is often postponed but protection is most needed.
Through a guided, step-by-step process, your advisor helps you coordinate your trust, guardianship decisions, healthcare wishes, and financial powers of attorney into one cohesive plan. The result is a family-first strategy that reduces uncertainty, prevents court involvement, and protects your children and assets during every stage of life.
This package includes all required state-specific legal documents and professional guidance to ensure your family is protected today—and prepared for tomorrow.
Trust Reinstatement Package
The Restatement Trust Package is designed for individuals, couples, and families who already have an existing trust and want to ensure it still works as intended in today’s legal, financial, and family environment.
This advisor‑led solution is ideal for retirees, pre‑retirees, and legacy‑minded families who want clarity, control, and confidence—without unnecessarily discarding an existing plan that may still serve them well.
Unlike a traditional trust package, this process begins with a comprehensive review and analysis of your existing trust and estate planning documents. Your advisor will help you answer the following questions:
Whether your current trust still aligns with your goals
If legal, tax, or family changes require updates
Whether a trust restatement (rather than a brand‑new trust) is the most efficient solution
Like the other trust packages, The Trust Reinstatement Package This includes all required state-specific legal documents and professional guidance to help ensure your retirement plan works not only during your lifetime, but for the generations that follow. Click on the video for an overview and then click on the button to schedule your Advisor-led Discovery Meeting.
Here is what is Included:
Virtual Discovery Meeting & Plan Creation Meeting with your Advisor.
A foundational estate plan tailored to your state of residence.
Financial Power of Attorney
Medical Power of Attorney
Healthcare Directive / Living Will
HIPAA Authorization to allow access to medical information
Guidance on coordinating bank accounts, employment benefits, and early financial accounts
Education on how estate planning, financial planning, and life events connect over time
Price: $500 plus $350 for each additional young adult
Remote notary: $300
Deed preparation service: Starting at $175
Trust Review: $500 (optional)
Trust Restatement: ($1,000 to $2,000)
Here is what is Included:
A revocable trust customized to your family structure
A last will and testament coordinating guardianship decisions
Clear nomination of guardians for minor children
Financial Power of Attorney
Medical Power of Attorney and Healthcare Directive
HIPAA Authorization
Funding assistance for bank accounts, real estate, life insurance, and benefits
Guidance on beneficiary designations and successor decision-makers
Advisor-led coordination to reduce probate risk and court involvement
Price: $2,500
Remote notary: $300
Deed preparation service: Starting at $175
Trust Review: $500 (optional)
Trust Restatement: ($1,000 to $2,000)
Single Parent Trust Package
The Single Parent Trust Package is designed specifically for single parents who carry the primary responsibility for their children’s care, finances, and future—and want absolute clarity about who will step in if they are no longer able to do so.
This advisor-led plan is ideal for single mothers and fathers who want to ensure their children are raised by the right people, supported financially, and protected from court involvement, family conflict, or uncertainty. When there is one parent making the decisions, proper planning isn’t optional—it’s essential.
Through a guided, step-by-step process, your advisor helps you put legally enforceable instructions in place that protect your children, secure your assets, and clearly outline your wishes. The result is a plan that provides stability, continuity, and peace of mind—so your children are cared for exactly as you intend.
The Single Parent Trust Package creates a clear, protective plan that stands in your place—ensuring your children are supported, protected, and provided for no matter what life brings.
Unity Estate Trust Package
The Unity Estate Trust Package is designed for LGBTQ+ individuals, couples, and families who want clarity, protection, and confidence that their wishes will be honored—by family members, medical providers, and the legal system.
This advisor-led plan is ideal for those who want to ensure their relationships, assets, and family structures are fully recognized and protected, regardless of circumstance. While marriage equality has expanded important rights, proper estate planning remains essential to avoid legal ambiguity, unintended outcomes, or court involvement.
Through a guided, step-by-step process, your advisor helps you create a coordinated estate plan that protects decision-making authority, secures assets, and preserves your legacy with dignity and respect. The result is a plan that reflects who you are, how you live, and the family you’ve built—without assumptions or gaps.
The Legacy Pride Package provides equal protection, clear authority, and lasting peace of mind—so your wishes are honored and your legacy is preserved exactly as intended.
Here is what is Included:
A revocable trust customized to your relationship and family structure
A last will and testament aligned with your trust
Financial Power of Attorney
Medical Power of Attorney and Healthcare Directive
HIPAA Authorization to ensure access to medical information
Clear designation of trustees, successor trustees, and decision-makers
Guidance on beneficiary designations across financial and retirement accounts
Funding assistance for real estate, bank accounts, investments, and insurance
Advisor-led coordination to reduce probate risk and ensure private administration
Price: $2,500
Remote notary: $300
Deed preparation service: Starting at $175
Trust Review: $500 (optional)
Trust Restatement: ($1,000 to $2,000)
Here is what is Included:
Virtual Discovery Meeting & Plan Creation Meeting with your Advisor.
State-specific Revocable Trust and Pour-over Will
Last Will & Testament
Financial Power of Attorney
Advance Health Care Directive
Guardianship nominations
Trust funding guidance
Virtual family meeting with your Advisor
Price: $2,500
Remote notary: $300
Deed preparation service: Starting at $175
Trust Review: $500 (optional)
Trust Restatement: ($1,000 to $2,000)
The Blended Family Trust
The Blended Family Trust is thoughtfully designed for households where love has brought together children, step‑children, shared assets, and evolving family roles. In blended families, protecting everyone’s interests requires more than a standard plan—it requires clarity, intention, and a structure that prevents misunderstanding and accidental disinheritance.
This advisor‑guided plan helps couples balance fairness, protect children from prior relationships, support a surviving spouse, and ensure that each person’s wishes are honored without conflict.
Through a personalized step‑by‑step process, your advisor helps you coordinate your trust structure, guardianship choices, healthcare directives, and financial powers of attorney into a cohesive, conflict‑reducing plan.
This package includes all required state-specific legal documents and professional guidance to ensure your family is protected today—and prepared for tomorrow.
Public Employee Trust
The Public Employee Trust is designed specifically for federal, state, and local government employees who dedicate their careers to public service and want clarity, protection, and confidence that their benefits, assets, and family are properly safeguarded.
This advisor-led plan is ideal for government professionals who rely on pensions, deferred compensation plans, survivor benefits, and employer-provided insurance, and who want to ensure these benefits are coordinated correctly within their overall estate plan. Without proper planning, valuable public benefits can be delayed, misdirected, or exposed to unnecessary legal complexity.
Through a guided, step-by-step process, your advisor helps you integrate your trust, beneficiary designations, healthcare wishes, and financial powers of attorney into one cohesive strategy. The result is a well-structured plan that protects your family, preserves your benefits, and honors a lifetime of public service.
The Public Employee Trust provides clarity and continuity for those who serve—ensuring your benefits, family, and legacy are protected today and for generations to come.
Here is what is Included:
A revocable trust customized to your family structure and career benefits
A last will and testament aligned with your trust
Financial Power of Attorney
Medical Power of Attorney and Healthcare Directive
HIPAA Authorization to ensure access to medical information
Coordination of pension, deferred compensation, and survivor benefits
Guidance on beneficiary designations across government plans and retirement accounts
Funding assistance for real estate, bank accounts, life insurance, and investments
Advisor-led coordination to reduce probate risk and ensure efficient benefit transfer
Price: $2,500
Remote notary: $300
Deed preparation service: Starting at $175
Trust Review: $500 (optional)
Trust Restatement: ($1,000 to $2,000)
Here is what is Included:
Virtual Discovery Meeting & Plan Creation Meeting with your Advisor.
A foundational estate plan tailored to your state of residence.
Financial Power of Attorney
Medical Power of Attorney
Healthcare Directive / Living Will
HIPAA Authorization to allow access to medical information
Guidance on coordinating bank accounts, employment benefits, and early financial accounts
Education on how estate planning, financial planning, and life events connect over time
Price: $500 plus $350 for each additional young adult
Remote notary: $300
Deed preparation service: Starting at $175
Trust Review: $500 (optional)
Trust Restatement: ($1,000 to $2,000)
Young Family Foundation Package
The Young Adult Foundation Package is designed for young adults who are beginning their independent lives and need essential legal protections in place before major life events occur.
This advisor-led plan is ideal for individuals age 18 and older who are starting careers, attending college, serving in the military, or beginning to build financial independence. Once a person turns 18, parents and loved ones no longer have automatic legal authority to make medical or financial decisions—this package closes that critical and often overlooked gap.
Through a simple, guided process, your advisor helps establish the foundational legal documents that protect your healthcare wishes, financial authority, and personal decision-making if you are ever unable to act for yourself. These documents ensure that the right people can step in, access information, and make decisions without court involvement or delay.
The Young Adult Foundation Package creates a strong legal base that can be expanded as relationships, assets, and responsibilities grow—providing protection today while preparing for the future.
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Advisor-Led Trusts
Contact us today to learn how we can help you with your estate planning needs.
Move from uncertainty to a certain future in just one hour of one-on-one estate planning session.
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