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.

    Learn more about estate planning in MY BLOGS

    • 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.

    Learn more about estate planning in MY BLOGS

  • 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.

    Learn more about estate planning in MY BLOGS

  • 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.

    Learn more about estate planning in MY BLOGS

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