PRACTICE
ESTATE PLANNING & PROBATE
Miguel Perez Legal brings a wealth of knowledge and expertise to your closing. We ensure that your policy will be insured by one of the most reputable and trusted names in the industry: Old Republic Title.
Plans Outline
Our estate planning services are offered through simple, flat-fee plans—so you always know the cost upfront. No hourly billing. No surprises.
Each plan is thoughtfully designed to meet you where you are in life, while providing the clarity, protection, and peace of mind your legacy deserves.
Cornerstone plan
✓ Last Will & Testament ✓ Financial Power of Attorney ✓ Health Care Power of Attorney ✓ Living Will ✓ HIPPA authorization
Stewardship plan
✓ Revocable Living Trust ✓ Power of Attorney ✓ Advance Healthcare Directive ✓ Pour-Over Will ✓ HIPAA Authorization ✓ Certification of Trust ✓ Personal property assignment ✓ 1 Real Estate Deed Transfer ✓ Secure online storage
Legacy & Generations plan
✓ Revocable Living Trust ✓ Financial Power of Attorney ✓ Advance Healthcare Directive ✓ Pour-Over Will ✓ Personal property assignment ✓ HIPAA Authorization ✓ Certification of Trust ✓ 3 Real Estate Deed Transfers ✓ 1 business review and assignment ✓ Free annual review ✓ Life and legacy planning session ✓ Life and legacy portal: portal with tax and financial professionals recs ✓ Free Mobile notary service signing at home ✓ Personalized binder ✓ Secure online storage ✓ Preferred client pricing on future updates (50% Off future amendments and updates, include in the engagement letter) ✓ 1 year of funding guidance
Medicaid planning
✓ Everything included from prior plans ✓ Medicaid assessment and irrevocable trust
Start With a Free Phone Consultation
Estate planning is an important step, but knowing where to begin isn’t always easy. Many families put it off because the process feels complicated or uncertain. Our free phone consultation is designed to remove that uncertainty by giving you clear information and a comfortable starting point — with no obligation and no pressure.
A Conversation Focused on You
Your consultation is not a sales call or a rushed overview. It’s a dedicated conversation where we take the time to understand your family, your assets, and your goals. We listen first, then explain how estate planning tools may be used to protect what you’ve worked hard to build and ensure your wishes are honored.
What to Expect During the Consultation
we believe informed decisions lead to better outcomes. During your free phone consultation, we will:
✓ Discuss your current situation, family structure, and concerns
✓ Explain how estate planning works in practical, easy-to-understand terms
✓ Identify potential risks, gaps, or opportunities in your current plan
✓ Outline possible strategies tailored to your goals
✓ Answer your questions so you can move forward with confidence
A Simple and Convenient Process
We make it easy to get started without disrupting your schedule. Our process is designed to be efficient and accessible:
✓ Schedule your consultation at a time that works for you
✓ Speak with our team by phone from wherever you are
✓ Receive clear guidance on your next steps
✓ Decide at your own pace how you’d like to proceed
Streamlined Technology
Review documents, track progress, and communicate through our secure platform
100% Online or Mobile Signings
We offer 100% online closings for those who don't want to do things the old way
Save on Closing Costs
We offer competitive costs but give you the peace of mind you need.
Take the First Step Toward Peace of Mind
A well-designed estate plan does more than prepare legal documents — it provides clarity, protection, and peace of mind for you and your loved ones. A free phone consultation is the first step toward creating a plan that reflects your values and prepares for the future with confidence. We’re here to guide you every step of the way.
The Miguel Perez Law experience
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