Estate Planning Document Drafting
Includes drafting in WealthCounsel, Adapt, InterActive Legal, Clio Draft, Knackly, or your firm’s internal templates. One real property deed is included with each Revocable Living Trust Plan. If you need drafting assistance not contained herein, please book a call to inquire about our additional drafting services.
Individual Will Plan w/ Ancillaries
Couples Will Plan w/ Ancillaries
Individual Trust Plan w/ Ancillaries
Includes one real property deed (a $50–$75 value) at no additional cost. Additional deeds available at the add-on rate.
Ancillaries typically include a Pour-Over Will, Health Care Power of Attorney, Financial Power of Attorney, HIPAA Authorization, Memorandum Regarding Tangible Personal Property, Memorandum of Funeral and Burial Instructions, Certification of Trust, Trust Summary, and Assignment of Personal Property. Specific documents may vary based on your firm’s templates or drafting platform.
Joint Trust Plan w/ Ancillaries
Includes one real property deed (a $50–$75 value) at no additional cost. Additional deeds available at the add-on rate.
Ancillaries typically include a Pour-Over Will, Health Care Power of Attorney, Financial Power of Attorney, HIPAA Authorization, Memorandum Regarding Tangible Personal Property, Memorandum of Funeral and Burial Instructions, Certification of Trust, Trust Summary, and Assignment of Personal Property. Specific documents may vary based on your firm’s templates or drafting platform.
Married Separate Trust Plan w/ Ancillaries
Includes one real property deed (a $50–$75 value) at no additional cost. Additional deeds available at the add-on rate.
Ancillaries typically include a Pour-Over Will, Health Care Power of Attorney, Financial Power of Attorney, HIPAA Authorization, Memorandum Regarding Tangible Personal Property, Memorandum of Funeral and Burial Instructions, Certification of Trust, Trust Summary, and Assignment of Personal Property. Specific documents may vary based on your firm’s templates or drafting platform.
Special/Supplemental Needs Trust w/ Ancillaries
Medicaid Asset Protection Trust (MAPT) with MAPT Letter and Ancillaries
Veterans Asset Protection Trust (VAPT) with VAPT Letter and Ancillaries
Joint Qualified Domestic Trust (QDOT) with Ancillaries
Indv. Qualified Domestic Trust (QDOT) with Ancillaries
Caregiver Documents
This includes the Caregiver Agreement, Letter to Caregiver, Care Log, and Affidavit of Caregiver.
Real Property Deed Preparation
Kid's Protection Plan
PFL Members Only
NLBM Exclusive Pricing
We understand that PFLs and NLBM members utilize unique documents as part of their legacy planning process. We want to ensure that we keep our pricing affordable while assisting you with your firm's unique processes. Book a Discovery Call to obtain a personal quote so we can handle matters from CIMI to signing.
Business Formation Drafting
LLC Formation Package
Corporation Formation Package
General Partnership Formation Package
Non-Profit Formation Package
Limited Partnership Formation Agreement
Buy-Sell Agreement & Executive Summary
Copyright © 2025 SMB Paralegal Services, LLC. - All Rights Reserved.
Disclaimer: SMB Paralegal Services, LLC. is not a law firm, and its employees are not attorneys. We do not provide legal advice. The information provided on this website is for informational purposes only and should not be construed as legal advice.
Whether you’re an attorney looking to streamline your caseload or a family ready to protect your loved ones, your first step starts here.
Click below to connect with us and choose the right path for you.
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.