Estate Planning

    • Revocable Living Trust and Will documents. Planning your estate and avoiding probate.

    • Consult with an Attorney for up to 2 hours (generally broken up into two meetings) to discuss your estate, receive actionable advice, and recommendations for effectively implementing your estate plans for the benefit of your loved ones.

    • This service covers the creation of trusts, wills, financial and healthcare powers of attorney, advance directives/living wills, and other related documents.

    • Revocable Living Trust and other trust planning to avoid probate.

    • Consult with an Attorney up to 1 Hour to properly execute your plans for your estate and loved ones.

    • Cover the basics, like who will be responsible for your children and what should happen to your assets after you're gone.

    • Consult with an Attorney up to 1 Hour to properly execute your plans for your estate and loved ones.

    • Includes powers of attorney for finances and health care, advance directive/living wills, HIPAA release forms, and other ancillary docs.

    • Consult with an Attorney up to 1 Hour to properly execute your plans for your estate and loved ones.

    • Amendment to your trust or will to change trustee, executor, assets, distribution rules or beneficiary/heir(s).

    • Attorney Time billed hourly (not included).

    • $150-$300 per document depending on how many items are being changed per amendment.

    • Prepare deed for transfer to your Trust or LLC and record with the county.

    • $150-$300 (depending on state/county) plus recording and any applicable transfer taxes.

 FAQs

  • Estate planning is important because it:

    • Ensures your assets are distributed according to your wishes

    • Minimizes estate taxes and administrative costs

    • Appoints guardians for minor children or dependents

    • Designates healthcare and financial decision-makers if you become incapacitated

    • Prevents family disputes by providing clear instructions

    Without proper estate planning, your estate may be subject to probate, and state laws will determine how your assets are divided.

    • Will: A legal document that specifies how your assets will be distributed after your death. It may also name guardians for minor children. A will goes through the probate process.

    • Trust: A legal arrangement that allows you to transfer assets to a trustee, who manages them for the benefit of your beneficiaries. A trust can help avoid probate, maintain privacy, and provide more control over how assets are distributed.

  • If you pass away without an estate plan (intestate), state laws will determine how your assets are distributed. This can result in:

    • Delays in distributing your assets

    • Increased legal fees and taxes

    • Potential conflicts among family members

    • The court appointing a guardian for minor children, instead of someone you personally choose

    Having a will or trust in place helps ensure your wishes are followed.

  • A living will is a legal document that outlines your wishes regarding medical treatment if you become seriously ill or incapacitated. It typically includes instructions about:

    • Life-sustaining treatments (e.g., ventilators, feeding tubes)

    • Resuscitation efforts

    • Organ donation preferences

    Having a living will ensures that your healthcare providers and loved ones understand your wishes, relieving them from making difficult decisions on your behalf.

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