Estate Plan Questionnaire

1
All information provided in this form will be kept confidential and used solely to assess your needs, deliver appropriate legal services, and contact you.
2
What is your full legal name?* This field is required.
First Name
Middle Name
Last Name
3
What is your email?* This field is required.
example@example.com
4
What is your phone number?* This field is required.
Phone Number
5
Are you currently married?* This field is required.
YESNO
6
Do you have children?
YESNO
7
Do you have children?
YESNO
8
Do you anticipate that you and your Spouse's assets combined will be valued at $3 million or more at the time of you or your Spouse's death?
Yes
No
Maybe
9
Do you own a business or multiple properties that need special handling?
YESNO
10
Do you want to avoid probate for your family?Probate is the legal process of validating a deceased person's will, settling their debts, and distributing their assets under court supervision. You may opt to create either a Living Trust to help avoid the need for probate, or a Last Will that manages your assets but does not avoid probate.
YESNO
11
Do you want assets to go to your spouse first, then to your children if your spouse predeceases you?
Yes
No. I want to divide my assets among multiple people, not my children.
No. I want to divide among my children and other individuals.
12
How many people (other than yourself) would you like to appoint to manage your Trust?These individuals are "Trustees." They are responsible for carrying out your instructions, managing the Trust's assets, and ensuring everything is handled according to your wishes.
Two or fewer (primary + backup)
Up to four
13
Do you own any real property in Minnesota or Wisconsin?We do not draft deeds for real property located outside of MN or WI.
Yes, one property.
Yes, two properties
Yes, more than two properties. (Any deed drafted beyond two, will be an additional $250 each.)
No.
14
How many individuals or organizations do you want to leave assets to?If you make a “class gift” (for example, “to all my grandchildren equally”), where the gift is to be shared equally among a group of individuals, please count that entire class as one individual or organization.
5 or fewer
Up to 10
15
How many people (other than yourself) would you like to appoint to manage your Trust?These individuals are "Trustees." They are responsible for carrying out your instructions, managing the Trust's assets, and ensuring everything is handled according to your wishes.
Two or fewer (primary + backup)
Up to four
16
Do you own any real property in Minnesota or Wisconsin?We do not draft deeds for real property located outside of MN or WI.
Yes, one property.
Yes, two properties
Yes, more than two properties. (Any deed drafted beyond two, will be an additional $250 each.)
No.
17
Do you want assets to go to your spouse first, then to your children if your spouse predeceases you?
Yes
No. I want to divide my assets among multiple people, not my children.
18
How many people would you like to appoint to manage your Estate?These individuals are Personal Representatives. They will be responsible for settling your estate, paying any debts and taxes, and distributing your assets according to your wishes.
Two or fewer (primary + backup)
More than Two
19
How many individuals or organizations do you want to leave assets to?If you make a “class gift” (for example, “to all my grandchildren equally”), where the gift is to be shared equally among a group of individuals, please count that entire class as one individual or organization.
5 or fewer
Up to 10
20
How many people would you like to appoint to manage your Estate?These individuals are Personal Representatives. They will be responsible for settling your estate, paying any debts and taxes, and distributing your assets according to your wishes.
Two or fewer (primary + backup)
More than Two
21
Do you anticipate that you and your Spouse's assets combined will be valued at $3 million or more at the time of you or your Spouse's death?
Yes
No
Maybe
22
Do you own a business or multiple properties that need special handling?
YESNO
23
Do you want to avoid probate for your family?Probate is the legal process of validating a deceased person's will, settling their debts, and distributing their assets under court supervision. You may opt to create either a Living Trust to help avoid the need for probate, or a Last Will that manages your assets but does not avoid probate.
YESNO
24
If your spouse survives you, would you like any portion of your estate to go to anyone other than your spouse?
Yes, I would like a portion of my estate to go to someone other than my spouse
No, if my spouse survives me, I would like all of my estate to go directly to my spouse.
25
If your spouse dies before you, how many individuals or organizations do you want to leave assets to?If you make a “class gift” (for example, “to all my grandchildren equally”), where the gift is to be shared equally among a group of individuals, please count that entire class as one individual or organization.
Up to 3
Up to 5
Up to 10
26
How many people (other than yourself) would you like to appoint to manage your Trust?These individuals are "Trustees." They are responsible for carrying out your instructions, managing the Trust's assets, and ensuring everything is handled according to your wishes.
Two or fewer (primary + backup)
Up to four
27
If your spouse survives you, would you like any portion of your estate to go to anyone other than your spouse?
Yes, I would like a portion of my estate to go to someone other than my spouse
No, if my spouse survives me, I would like all of my estate to go directly to my spouse.
28
If your spouse dies before you, how many individuals or organizations do you want to leave assets to?If you make a “class gift” (for example, “to all my grandchildren equally”), where the gift is to be shared equally among a group of individuals, please count that entire class as one individual or organization.
Up to 3
Up to 5
Up to 10
29
Would you like a provision in your Will to manage funds for minors?
YESNO
30
Do you own a business or multiple properties that need special handling?
YESNO
31
Do you want to avoid probate for your family?Probate is the legal process of validating a deceased person's will, settling their debts, and distributing their assets under court supervision. You may opt to create either a Living Trust to help avoid the need for probate, or a Last Will that manages your assets but does not avoid probate.
YESNO
32
If your children survive you, would you like any portion of your estate to go to anyone other than your children?
Yes, I would like a portion of my estate to go to someone other than my children.
No, if my children survive me, I would like all of my estate to go directly to my children.
33
If your children do not survive you, how many individuals or organizations do you want to leave assets to?If you make a “class gift” (for example, “to all my grandchildren equally”), where the gift is to be shared equally among a group of individuals, please count that entire class as one individual or organization.
Up to 3
Up to 5
Up to 10
34
How many people (other than yourself) would you like to appoint to manage your Trust?These individuals are "Trustees." They are responsible for carrying out your instructions, managing the Trust's assets, and ensuring everything is handled according to your wishes.
Two or fewer (primary + backup)
Up to four
35
Do you own any real property in Minnesota or Wisconsin?We do not draft deeds for real property located outside of MN or WI.
Yes, one property.
Yes, two properties
Yes, more than two properties. (Any deed drafted beyond two, will be an additional $250 each.)
No.
36
How many people (other than yourself) would you like to appoint to manage your Trust?These individuals are "Trustees." They are responsible for carrying out your instructions, managing the Trust's assets, and ensuring everything is handled according to your wishes.
Two or fewer (primary + backup)
Up to four
37
Do you own any real property in Minnesota or Wisconsin?We do not draft deeds for real property located outside of MN or WI.
Yes, one property.
Yes, two properties
Yes, more than two properties. (Any deed drafted beyond two, will be an additional $250 each.)
No.
38
If your children survive you, would you like any portion of your estate to go to anyone other than your children?
Yes, I would like a portion of my estate to go to someone other than my children.
No, if my children survive me, I would like all of my estate to go directly to my children.
39
If your children do not survive you, how many individuals or organizations do you want to leave assets to?If you make a “class gift” (for example, “to all my grandchildren equally”), where the gift is to be shared equally among a group of individuals, please count that entire class as one individual or organization.
Up to 3
Up to 5
Up to 10
40
How many people (other than yourself) would you like to appoint to manage your Estate?These individuals are "Personal Representatives." They are responsible for settling your estate, paying any debts and taxes, and distributing your assets according to your wishes.
Two or fewer (primary + backup)
Up to four
41
How many people (other than yourself) would you like to appoint to manage your Estate?These individuals are "Personal Representatives." They are responsible for settling your estate, paying any debts and taxes, and distributing your assets according to your wishes.
Two or fewer (primary + backup)
Up to four
42
Do you own a business or multiple properties that need special handling?
YESNO
43
Do you want to avoid probate for your family?Probate is the legal process of validating a deceased person's will, settling their debts, and distributing their assets under court supervision. You may opt to create either a Living Trust to help avoid the need for probate, or a Last Will that manages your assets but does not avoid probate.
YESNO
44
How many individuals or organizations do you want to leave assets to?If you make a “class gift” (for example, “to all my grandchildren equally”), where the gift is to be shared equally among a group of individuals, please count that entire class as one individual or organization.
3 or fewer
Up to 10
45
How many individuals or organizations do you want to leave assets to?If you make a “class gift” (for example, “to all my grandchildren equally”), where the gift is to be shared equally among a group of individuals, please count that entire class as one individual or organization.
3 or fewer
Up to 10
46
Your Recommended Package:

Married Individual Choice Trust

Discounted Price: $1,999

Based on your answers, we recommend the Married Individual Choice Trust Package.
This Trust Package Includes:

Two Revocable Trusts

Two Wills

Two Powers of Attorney

Two Health Care Directives

One Transfer on Death Deed

Transfer Documents

Two Certificates of Trust

This Trust package allows for the distribution of your assets to your spouse and, if your spouse is not living, to up to five named individuals or charitable organizations. The Trust may also include provisions for managing inheritance for minors and allow the appointment of up to four individuals other than the original trustee (yourself) to administer the estate.

Moving Forward:

If you would like to continue with this package, click the following link to review our Engagement Letter.

Engagement Letter

The Engagement Letter lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we recieve payment with an intake sheet to fill out.

Still unsure about the package selected for you?

If you'd like more information or to discuss alternative packages, feel free to contact us or book an appointment with one of our experts:

Info@coopwt.com
(612) 260-9678
Schedule a Meeting
47
Your Recommended Package:

Married Individual Choice Trust

Discounted Price: $1,999

Based on your answers, we recommend the Married Individual Choice Trust Package.
This Trust Package Includes:

Two Revocable Trusts

Two Wills

Two Powers of Attorney

Two Health Care Directives

One Transfer on Death Deed

Transfer Documents

Two Certificates of Trust

This Trust package allows for the distribution of your assets to your spouse and, if your spouse is not living, to up to five named individuals or charitable organizations. The Trust may also include provisions for managing inheritance for minors and allow the appointment of up to four individuals other than the original trustee (yourself) to administer the estate.

Moving Forward:

If you would like to continue with this package, click the following link to review our Engagement Letter.

Engagement Letter

The Engagement Letter lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we recieve payment with an intake sheet to fill out.

Still unsure about the package selected for you?

If you'd like more information or to discuss alternative packages, feel free to contact us or book an appointment with one of our experts:

Info@coopwt.com
(612) 260-9678
Schedule a Meeting
48
Your Recommended Package:

Married Individual Custom Trust

Discounted Price: $2,599

Based on your answers, we recommend the Married Individual Custom Trust Package.
This Trust Package Includes:

Two Revocable Trusts

Two Wills

Two Powers of Attorney

Two Health Care Directives

Up to two Transfer on Death Deeds

Transfer Documents

Two Certificates of Trust

Up to one Business Ownership Assignment

This Trust package allows for the distribution of your assets to up to ten named individuals or charitable organizations. The Trust may also include provisions for managing inheritance for minors and allow the appointment of up to four individuals other than the original trustee (yourself) to administer the estate. You may also elect to include a Disclaimer Trust if you believe the combined estate value between yourself and your spouse will be valued over $3 million at the time of your death.

Moving Forward:

If you would like to continue with this package, click the following link to review our Engagement Letter.

Engagement Letter

The Engagement Letter lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we recieve payment with an intake sheet to fill out.

Still unsure about the package selected for you?

If you'd like more information or to discuss alternative packages, feel free to contact us or book an appointment with one of our experts:

Info@coopwt.com
(612) 260-9678
Schedule a Meeting
49
Your Recommended Package:

Married Individual Basic Will

Discounted Price: $575

Based on your answers, we recommend the Married Individual Basic Will Package.
This Will Package Includes:

Two Wills

Two Powers of Attorney

Two Health Care Directives

This Will package allows for the distribution of your assets to your spouse, and if your spouse is not living, to up to three named individuals or charitable organizations. It also allows the appointment of up to two individuals to administer the estate and distribute assets.

Moving Forward:

If you would like to continue with this package, click the following link to review our Engagement Letter.

Engagement Letter

The Engagement Letter lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we recieve payment with an intake sheet to fill out.

Still unsure about the package selected for you?

If you'd like more information or to discuss alternative packages, feel free to contact us or book an appointment with one of our experts:

Info@coopwt.com
(612) 260-9678
Schedule a Meeting
50
Your Recommended Package:

Married Individual Choice Will

Discounted Price: $675

Based on your answers, we recommend the Married Individual Choice Will Package.
This Will Package Includes:

Two Wills

Two Powers of Attorney

Two Health Care Directives

This Will package allows for the distribution of your assets to your spouse, and if your spouse is not living, to up to five named individuals or charitable organizations. The Will may also include provisions for managing inheritance for minors and allow the appointment of up to two individuals to administer the estate and distribute assets.

Moving Forward:

If you would like to continue with this package, click the following link to review our Engagement Letter.

Engagement Letter

The Engagement Letter lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we recieve payment with an intake sheet to fill out.

Still unsure about the package selected for you?

If you'd like more information or to discuss alternative packages, feel free to contact us or book an appointment with one of our experts:

Info@coopwt.com
(612) 260-9678
Schedule a Meeting
51
Your Recommended Package:

Married Individual Custom Will

Discounted Price: $795

Based on your answers, we recommend the Married Individual Custom Will Package.
This Will Package Includes:

Two Wills

Two Powers of Attorney

Two Health Care Directives

This Will package allows for the distribution of your assets to up to ten named individuals or charitable organizations. The Will may also include provisions for managing inheritance for minors and allow the appointment of up to four individuals to administer the estate and distribute assets.

Moving Forward:

If you would like to continue with this package, click the following link to review our Engagement Letter.

Engagement Letter

The Engagement Letter lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we recieve payment with an intake sheet to fill out.

Still unsure about the package selected for you?

If you'd like more information or to discuss alternative packages, feel free to contact us or book an appointment with one of our experts:

Info@coopwt.com
(612) 260-9678
Schedule a Meeting
52
Your Recommended Package:

Not Married Parent Basic Trust

Discounted Price: $1,599

Based on your answers, we recommend the Not Married Parent Basic Trust Package.
This Trust Package Includes:

Revocable Trust

Will

Power of Attorney

Health Care Directive

Transfer Documents

Certificate of Trust

This Trust package allows for the distribution of your assets to your children, and if your children are not living, to up to three named individuals or charitable organizations. The Trust may also include provisions for managing inheritance for minors and allow the appointment of up to two individuals other than the original trustee (yourself) to administer the estate.

Moving Forward:

If you would like to continue with this package, click the following link to review our Engagement Letter.

Engagement Letter

The Engagement Letter lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we recieve payment with an intake sheet to fill out.

Still unsure about the package selected for you?

If you'd like more information or to discuss alternative packages, feel free to contact us or book an appointment with one of our experts:

Info@coopwt.com
(612) 260-9678
Schedule a Meeting
53
Your Recommended Package:

Not Married Parent Choice Trust

Discounted Price: $1,899

Based on your answers, we recommend the Not Married Parent Choice Trust Package.
This Trust Package Includes:

Revocable Trust

Will

Power of Attorney

Health Care Directive

One Transfer on Death Deed

Transfer Documents

Certificate of Trust

This Trust package allows for the distribution of your assets to up to five named individuals or charitable organizations. The Trust may also include provisions for managing inheritance for minors and allow the appointment of up to two individuals other than the original trustee (yourself) to administer the estate.

Moving Forward:

If you would like to continue with this package, click the following link to review our Engagement Letter.

Engagement Letter

The Engagement Letter lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we recieve payment with an intake sheet to fill out.

Still unsure about the package selected for you?

If you'd like more information or to discuss alternative packages, feel free to contact us or book an appointment with one of our experts:

Info@coopwt.com
(612) 260-9678
Schedule a Meeting
54
Your Recommended Package:

Not Married Parent Custom Trust

Discounted Price: $2,299

Based on your answers, we recommend the Not Married Parent Custom Trust Package.
This Trust Package Includes:

Revocable Trust

Will

Power of Attorney

Health Care Directive

Two Transfer on Death Deeds

Transfer Documents

Certificate of Trust

One Business Ownership Assignment

This Trust package allows for the distribution of your assets to up to ten named individuals or charitable organizations. The Trust may also include provisions for managing inheritance for minors and allow the appointment of up to four individuals other than the original trustee (yourself) to administer the estate.

Moving Forward:

If you would like to continue with this package, click the following link to review our Engagement Letter.

Engagement Letter

The Engagement Letter lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we recieve payment with an intake sheet to fill out.

Still unsure about the package selected for you?

If you'd like more information or to discuss alternative packages, feel free to contact us or book an appointment with one of our experts:

Info@coopwt.com
(612) 260-9678
Schedule a Meeting
55
Your Recommended Package:

Not Married Parent Basic Will

Discounted Price: $449

Based on your answers, we recommend the Not Married Parent Basic Will Package.
This Will Package Includes:

Will

Power of Attorney

Health Care Directive

This Will package allows for the distribution of your assets to your children, and if your children are not living, to up to three named individuals or charitable organizations. The Will may also include provisions for managing inheritance for minors and allow the appointment of up to two individuals to administer the estate and distribute assets.

Moving Forward:

If you would like to continue with this package, click the following link to review our Engagement Letter.

Engagement Letter

The Engagement Letter lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we recieve payment with an intake sheet to fill out.

Still unsure about the package selected for you?

If you'd like more information or to discuss alternative packages, feel free to contact us or book an appointment with one of our experts:

Info@coopwt.com
(612) 260-9678
Schedule a Meeting
56
Your Recommended Package:

Not Married Parent Choice Will

Discounted Price: $599

Based on your answers, we recommend the Not Married Parent Choice Will Package.
This Will Package Includes:

Will

Power of Attorney

Health Care Directive

This Will package allows for the distribution of your assets to your children, and if your children are not living, to up to five named individuals or charitable organizations. The Will may also include provisions for managing inheritance for minors and allow the appointment of up to two individuals to administer the estate and distribute assets.

Moving Forward:

If you would like to continue with this package, click the following link to review our Engagement Letter.

Engagement Letter

The Engagement Letter lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we recieve payment with an intake sheet to fill out.

Still unsure about the package selected for you?

If you'd like more information or to discuss alternative packages, feel free to contact us or book an appointment with one of our experts:

Info@coopwt.com
(612) 260-9678
Schedule a Meeting
57
Your Recommended Package:

Not Married Parent Custom Will

Discounted Price: $725

Based on your answers, we recommend the Not Married Parent Custom Will Package.
This Will Package Includes:

Will

Power of Attorney

Health Care Directive

This Will package allows for the distribution of your assets to up to ten named individuals or charitable organizations. The Will may also include provisions for managing inheritance for minors and allow the appointment of up to four individuals to administer the estate and distribute assets.

Moving Forward:

If you would like to continue with this package, click the following link to review our Engagement Letter.

Engagement Letter

The Engagement Letter lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we recieve payment with an intake sheet to fill out.

Still unsure about the package selected for you?

If you'd like more information or to discuss alternative packages, feel free to contact us or book an appointment with one of our experts:

Info@coopwt.com
(612) 260-9678
Schedule a Meeting
58
Your Recommended Package:

Not Married Individual Trust

Discounted Price: $1,899

Based on your answers, we recommend the Not Married Individual Trust Package.
This Trust Package Includes:

Revocable Trust

Will

Power of Attorney

Health Care Directive

Transfer on Death Deed

Transfer Documents

Certificate of Trust

One Transfer on Death Deed

This Trust package allows for the distribution of your assets to up to three named individuals or charitable organizations. The Trust may also allow the appointment of up to two individuals other than the original trustee (yourself) to administer the estate.

Moving Forward:

If you would like to continue with this package, click the following link to review our Engagement Letter.

Engagement Letter

The Engagement Letter lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we recieve payment with an intake sheet to fill out.

Still unsure about the package selected for you?

If you'd like more information or to discuss alternative packages, feel free to contact us or book an appointment with one of our experts:

Info@coopwt.com
(612) 260-9678
Schedule a Meeting
59
Your Recommended Package:

Not Married Individual Custom Trust

Discounted Price: $2,299

Based on your answers, we recommend the Not Married Individual Custom Trust Package.
This Trust Package Includes:

Revocable Trust

Will

Power of Attorney

Health Care Directive

One Transfer on Death Deed

Transfer Documents

Certificate of Trust

This Trust package allows for the distribution of your assets to up to ten named individuals or charitable organizations. The Trust may also include provisions for managing inheritance for minors and allow the appointment of up to four individuals other than the original trustee (yourself) to administer the estate.

Moving Forward:

If you would like to continue with this package, click the following link to review our Engagement Letter.

Engagement Letter

The Engagement Letter lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we recieve payment with an intake sheet to fill out.

Still unsure about the package selected for you?

If you'd like more information or to discuss alternative packages, feel free to contact us or book an appointment with one of our experts:

Info@coopwt.com
(612) 260-9678
Schedule a Meeting
60
Your Recommended Package:

Not Married Individual Will

Discounted Price: $625

Based on your answers, we recommend the Not Married Individual Will Package.
This Will Package Includes:

Will

Power of Attorney

Health Care Directive

This Will package allows for the distribution of your assets to up to three named individuals or charitable organizations. The Will also allows the appointment of up to two individuals to administer the estate and distribute assets.

Moving Forward:

If you would like to continue with this package, click the following link to review our Engagement Letter.

Engagement Letter

The Engagement Letter lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we recieve payment with an intake sheet to fill out.

Still unsure about the package selected for you?

If you'd like more information or to discuss alternative packages, feel free to contact us or book an appointment with one of our experts:

Info@coopwt.com
(612) 260-9678
Schedule a Meeting
61
Your Recommended Package:

Not Married Individual Custom Will

Discounted Price: $799

Based on your answers, we recommend the Not Married Individual Custom Will Package.
This Will Package Includes:

Will

Power of Attorney

Health Care Directive

This Will package allows for the distribution of assets to up to ten named individuals or charitable organizations. The Will may also include provisions for managing inheritance for minors and allow the appointment of up to four individuals to administer the estate and distribute assets.

Moving Forward:

If you would like to continue with this package, click the following link to review our Engagement Letter.

Engagement Letter

The Engagement Letter lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we recieve payment with an intake sheet to fill out.

Still unsure about the package selected for you?

If you'd like more information or to discuss alternative packages, feel free to contact us or book an appointment with one of our experts:

Info@coopwt.com
(612) 260-9678
Schedule a Meeting
62
Your Recommended Package:

Married Parent Basic Trust

Discounted Price: $1,599

Based on your answers, we recommend the Married Parent Basic Trust Package.
This Trust Package Includes:

Two Revocable Trusts

Two Wills

Two Powers of Attorney

Two Health Care Directives

One Transfer on Death Deed

Transfer Documents

Two Certificates of Trust

This Trust package allows for the distribution of your assets to your spouse and, if your spouse is not living to your children. The Trust may also include provisions for managing inheritance for minors and allow the appointment of up to two individuals other than the original trustee (yourself) to administer the estate.

Moving Forward:

If you would like to continue with this package, click the following link to review our Engagement Letter.

Engagement Letter

The Engagement Letter lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we recieve payment with an intake sheet to fill out.

Still unsure about the package selected for you?

If you'd like more information or to discuss alternative packages, feel free to contact us or book an appointment with one of our experts:

Info@coopwt.com
(612) 260-9678
Schedule a Meeting
63
Your Recommended Package:

Married Parent Choice Trust

Discounted Price: $2,199

Based on your answers, we recommend the Married Parent Choice Trust Package.
This Trust Package Includes:

Two Revocable Trusts

Two Wills

Two Powers of Attorney

Two Health Care Directives

One Transfer on Death Deed

Transfer Documents

Two Certificates of Trust

This Trust package allows for the distribution of your assets to your spouse and, if your spouse is not living to up to five named individuals or charitable organizations. The Trust may also include provisions for managing inheritance for minors and allow the appointment of up to two individuals other than the original trustee (yourself) to administer the estate.

Moving Forward:

If you would like to continue with this package, click the following link to review our Engagement Letter.

Engagement Letter

The Engagement Letter lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we recieve payment with an intake sheet to fill out.

Still unsure about the package selected for you?

If you'd like more information or to discuss alternative packages, feel free to contact us or book an appointment with one of our experts:

Info@coopwt.com
(612) 260-9678
Schedule a Meeting
64
Your Recommended Package:

Married Parent Custom Trust

Discounted Price: $2,899

Based on your answers, we recommend the Married Parent Custom Trust Package.
This Trust Package Includes:

Two Revocable Trusts

Two Wills

Two Powers of Attorney

Two Health Care Directives

Up to two Transfer on Death Deeds

Transfer Documents

Two Certificates of Trust

Up to one Business Ownership Assignment

This Trust package allows for the distribution of your assets to up to ten named individuals or charitable organizations. The Trust may also include provisions for managing inheritance for minors and allow the appointment of up to four individuals other than the original trustee (yourself) to administer the estate. You may also elect to include a Disclaimer Trust if you believe the combined estate value between yourself and your spouse will be valued over $3 million at the time of your death.

Moving Forward:

If you would like to continue with this package, click the following link to review our Engagement Letter.

Engagement Letter

The Engagement Letter lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we recieve payment with an intake sheet to fill out.

Still unsure about the package selected for you?

If you'd like more information or to discuss alternative packages, feel free to contact us or book an appointment with one of our experts:

Info@coopwt.com
(612) 260-9678
Schedule a Meeting
65
Your Recommended Package:

Married Parent Basic Will

Discounted Price: $525

Based on your answers, we recommend the Married Parent Basic Will Package.
This Will Package Includes:

Two Wills

Two Powers of Attorney

Two Health Care Directives

This Will package allows for the distribution of your assets to your spouse and, if your spouse is not living. to your children. The Will may also include provisions for managing inheritance for minors and allow the appointment of up to two individuals to administer the estate and distribute assets.

Moving Forward:

If you would like to continue with this package, click the following link to review our Engagement Letter.

Engagement Letter

The Engagement Letter lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we recieve payment with an intake sheet to fill out.

Still unsure about the package selected for you?

If you'd like more information or to discuss alternative packages, feel free to contact us or book an appointment with one of our experts:

Info@coopwt.com
(612) 260-9678
Schedule a Meeting
66
Your Recommended Package:

Married Parent Choice Will

Discounted Price: $699

Based on your answers, we recommend the Married Parent Choice Will Package.

This Will Package Includes:

Two Wills

Two Powers of Attorney

Two Health Care Directives

This Will package allows for the distribution of your assets to up to five named individuals or charitable organizations. The Will may also include provisions for managing inheritance for minors and allow the appointment of up to two individuals to administer the estate and distribute assets.

Moving Forward:

If you would like to continue with this package, click the following link to review our Engagement Letter.

Engagement Letter

The Engagement Letter lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we recieve payment with an intake sheet to fill out.

Still unsure about the package selected for you?

If you'd like more information or to discuss alternative packages, feel free to contact us or book an appointment with one of our experts:

Info@coopwt.com
(612) 260-9678
Schedule a Meeting
67
Your Recommended Package:

Married Parent Custom Will

Discounted Price: $849

Based on your answers, we recommend the Married Parent Custom Will Package.
This Will Package Includes:

Two Wills

Two Powers of Attorney

Two Health Care Directives

This Will package allows for the distribution of your assets to up to ten named individuals or charitable organizations. The Will may also include provisions for managing inheritance for minors and allow the appointment of up to four individuals to administer the estate and distribute assets.

Moving Forward:

If you would like to continue with this package, click the following link to review our Engagement Letter.

Engagement Letter

The Engagement Letter lays out the terms and conditions of our services. Once you've reviewed it, click the link on the bottom to pay. We will contact you soon after we recieve payment with an intake sheet to fill out.

Still unsure about the package selected for you?
If you'd like more information or to discuss alternative packages, feel free to contact us or book an appointment with one of our experts:
Info@coopwt.com
(612) 260-9678
Schedule a Meeting
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