Transparent Pricing and Benefits
At CBA, we understand you have changing needs. Our estate plans are designed and customized to meet your individual and family needs. You can edit or upgrade at any point in the process if you decide you need a different plan for yourself and your family.
| Benefits Included | Newsletter | Standard Will | Single Living Trust | Marital Living Trust |
|---|---|---|---|---|
| Resources | ||||
| Latest News on Estate Planning | ||||
| Updates in the Law | ||||
| Member Benefit Alerts | ||||
| Beneficiary Designations | ||||
| Financial Power of Attorney | ||||
| Health Care Power of Attorney | ||||
| Guardianship Designations | ||||
| Add Your Spouse | ||||
| Tax Benefits | ||||
| No Contest Clause | ||||
| Beneficiary Asset Protections | ||||
| Special Needs Medicare Protections | ||||
| Probate for Minors under 18 | ||||
| Avoid Joint Tenancy Issues | ||||
| Disability Conservatorship Protections | ||||
| Avoid Probate | ||||
| Private | ||||
| Member Customize & Update | ||||
| Low Cost Administration | ||||
| Download & Print | ||||
| Coming Soon – Standard Will | Coming Soon – Single Trust | Coming Soon – Marital Trust | ||
