Estate Planning Special

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“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!!

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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!

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Standard Plan

For those who are single, married, with or without children,
but maybe even own a home, rental property or business.

Get er’ done simple down and dirty
with all the pieces and parts!!

Package includes 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.
ALSO…includes a CONSULTATION with a REAL attorney right from the beginning and all the support you need with the Paralegals…AND a 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..

Regularly $1,200 Married – $999 with Discount!!
Regularly $800 Single – $599 with Discount!!

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Deluxe Plan

For those with a little more complexity…a perfect option for those with multiple properties, large families or second marriages, or family members with disabilities.

Many people upgrade to this option later when they also realize they need additional support, consultations
and/or transfers of assets into the trust.

Package includes EVERYTHING in the Standard plan…
PLUS any necessary Attorney Consultations with multiple revisions and time IF necessary to draft unique trust or other estate document provisions…
ALSO, up to five (5) company OR property transfers to the trust (county recording fee additional), and includes all of that wonderful attorney and paralegal time as needed.

Regularly $1,800 Married – $1,349 with Discount!!
Regularly $1,200 Single – $999 with Discount!!

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