Estate planning involves (1) preparing for the orderly transfer of property upon one's death and (2) ensuring mechanisms are in place to provide for one's care in the event of a loss of capacity. Each client's needs and desires are different, but a comprehensive estate plan usually includes a last will and testament, medical power of attorney, durable power of attorney, HIPAA release, a declaration of guardian, and an advanced directive (living will). Depending on the circumstances, it may also include a revocable living trust, a ladybird deed, or a transfer on death deed.
Having a comprehensive estate plan may be the most important gift you can give your family. It allows you to decide and control how your estate is distributed upon your death, and lets you direct who will take care of your minor children. A comprehensive estate plan greatly reduces the time and cost of probating and/or administering your estate and ensues that your assets go to your heirs. Finally, a comprehensive estate plan allows you to decide who manages the affairs of your estate after your death and, as necessary, who will manage a trust for the benefit of your minor children until they become adults.
The firm offers a fixed fee pricing structure on all estate planning services. The two most popular packages are the Fixed-Fee Will Package and the Fixed-Fee Trust Package. The firm can also assist with Ladybird deeds, Transfer on death deeds, and Millers Trusts.
Having a comprehensive estate plan may be the most important gift you can give your family. It allows you to decide and control how your estate is distributed upon your death, and lets you direct who will take care of your minor children. A comprehensive estate plan greatly reduces the time and cost of probating and/or administering your estate and ensues that your assets go to your heirs. Finally, a comprehensive estate plan allows you to decide who manages the affairs of your estate after your death and, as necessary, who will manage a trust for the benefit of your minor children until they become adults.
The firm offers a fixed fee pricing structure on all estate planning services. The two most popular packages are the Fixed-Fee Will Package and the Fixed-Fee Trust Package. The firm can also assist with Ladybird deeds, Transfer on death deeds, and Millers Trusts.
Fixed-Fee Will Package$750 Individual / $1,500 Couples
This is our most popular package and includes the documents listed below, up to two one-on-one sessions with the estate planning attorney, and an in-person will signing at our office.
Last Will and Testament (includes contingent trust)
Medical Power of Attorney Durable Power of Attorney HIPAA Release Authorization Advanced Directive to Physicians (“Living Will”) Declaration of Guardian |
Fixed-Fee Trust Package$1,500 Individuals / $2,500 Couples
This package is popular with clients desiring to avoid probate and includes a revocable living trust with pourover wills, up to two one-on-one meetings with the attorney, and an in-person will signing at our office.
Revocable Living Trust
Last Will and Testament (“Pourover Will”) Medical Power of Attorney Durable Power of Attorney HIPAA Release Authorization Advanced Directive to Physicians (“Living Will”) Declaration of Guardian 1 Warranty Deed (as applicable) |
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