“It’s that time of the Year to Prepare for that time in Life”

We cannot emphasize enough how IMPORTANT even a basic Estate Plan can be for a family. It can save SO MUCH additional heartache, emotional stress and not to mention legal costs after the passing of a loved one.  To help you TAKE ACTION NOW, we choose a month once a year in which we reduce our prices and make the process as simple and streamlined as possible!!

Li , New York City

“I highly recommend the estate plan with KKOS. It is very easy, simple and Inexpensive. The Staff support is very helpful; I just can't say enough, what a great plan.”

Karen, San Diego

"We had the pleasure of working with Mark Kohler and his team to develop our family trust and estate plan. We appreciated the step by step handling of the myriad of details involved. The experience could not have been better and we have relied on Julie, Mark and KKOS since.”

James & Veronica Austin, TX

Mark is an outstanding attorney & CPA and we're very pleased with the work he & his staff did recently on our trust and tax matters. He took the time to listen to our special needs and advise us accordingly with professionalism, friendliness and efficiency. Thank you Mark, Julie & staff!

Christina, Cleveland, Ohio

Julie Deck helped me through the whole process, which was much less stressful than I had imagined. She was responsive, prompt, and most of our interactions were over email, which worked well for me.

Luke  Fargo, ND

I received an email during estate planning month and took advantage of their estate planning special.  I worked with Mat and Julie on setting up our revocable living trust.  The professionalism of KKOS always exceeds my expectations!

Standard

For those in need of typical estate planning services and documents. This includes those who are single, married, with or without children, but maybe even own a home, rental property or business.

It will include a Will (or Wills if married) and a Revocable Living Trust with trust terms tailored to your situation. It will designate guardians if you have children, and also include Powers of Attorney for health care and finances, living wills, memorandum of personal property.

The Standard Package includes transfer of one (1) home from personal names to the trust (county recording fee additional) and up to two company (LLC or s-corp) company transfers. It also includes an attorney consultation right from the beginning for your review or one revision before signing.

Deluxe

It will include a Will (or Wills if married) and a Revocable Living Trust with trust terms tailored to your situation. It will designate guardians if you have children, and also include Powers of Attorney for health care and finances, living wills, memorandum of personal property.

The Deluxe version includes everything in the Standard package, plus up to five company transfers to the trust as well as the attorney and paralegal time to draft unique trust or other estate document provisions, and multiple revisions and consultations if necessary.

This is a perfect option for those with multiple properties, large families or second marriages, family members with disabilities, or estates over $1M.  Many people upgrade to this option later when they also realize they need additional support, consultations and/or transfers of assets into the trust after signing.

Estate Planning Special

  • One of our Estate Planning Paralegals, Julie or Lisa, will be in touch with you via email within the next few business days to gather additional data, assist with your payment and to answer any additional questions you may have in beginning your Estate Plan.
    (Check your JUNK MAIL the next couple days to make sure you don't miss the email).