Services
Prices below reflect estimates only. Each service is customized to meet your individual and unique needs. Law enforcement brethren receive a ‘family discount’.
Wills
Takes effect only at death. Once you die the person who you choose to handle your Will (the Executor) will carry out the instructions you set forth in your Will, for example where you want your possessions/money/home, car, etc. to go.
Guardianship of minor children is handled in the Will document
- Starts at $750.00
Codicil
An Amendment to an already existing Will.
- Starts at $195.00
Trust / Pet Trust
Takes effect once it is created and assets are transferred into it. Should you become incapacitated, the trustee (the person you choose to manage the trust when you can’t) can step in and pay bills, run businesses, manage assets etc., on your behalf until you are back on your feet again. When you die, this person will carry out the instructions you set forth in the trust regarding management of the assets and distribution of assets and money.
A Pet Trust allows you the opportunity to designate a caregiver for your pet(s) and fund their care if you die before your faithful pet, or are incapacitated. It is often assumed that family will take care of them. Sadly, this is not the norm. With a designated caregiver, you can provide detailed instructions on how your pet(s) will live their lives without you.
A full Trust package includes every Estate Planning need: A Trust, A Pet Trust (if wanted) A Will, A Durable Power of Attorney for finances, Advanced Healthcare Directive and all asset transfer paperwork.
Starts at $1100.00 - Single person Trust Package
Starts at $2000.00 - Double Trust package
Trust Amendment
A change to an already existing Trust, such as Successor Trustee, distribution of Assets etc.
- Starts at $195.00
Durable Power of Attorney for Finances
(aka Durable Power of Attorney)
A durable power of attorney gives the person you designate the authority to manage your finances if you are incapacitated or unable to do so. Banks and other institutions are reluctant to allow the person you designate to easily step in and take over for you. They often require much more than the (DPOA) document since it is their duty to protect assets and shield their institution from liability if they allow the “wrong” person to take control. Having a Trust in place will negate this problem.
- Starts at $150.00
Advanced Healthcare Directive
(end of life choices document)
Provides instruction to your loved ones for end of life decisions. This not only makes a stressful time a bit easier but prevents unnecessary prolongation of your life under conditions that you don’t want. The advanced health care becomes active when you are unable to make decisions for yourself. For example, you can provide instructions as to whether or not you want your life prolonged by artificial means and under what conditions. You can also provide instruction as to whether you want your organs donated or not and if so for what purpose.
- Starts at $195.00
Asset Transfer Documents
I will create documents so your Assets can be transferred into your trust. Having your “stuff” in a Trust prevents the need for costly probate, which is the one of the main reasons to have a Trust. Assets transferred into the Trust can then be managed by the Trustee. The most common assets are; Residences, Commercial Properties, Accounts, Vehicles and Boats.
- Starts at $195.00
Domestic Partner / Co-Habitation Agreements
Co-Habitation Agreements basically define property rights and liability issues that exist in relationships that are not legally recognized by the federal government. In the event of a break-up, a Co-Habitation agreement will serve as your legal proof of the way you and your partner agreed things would be handled. For example; who gets what and how Property/Money is to be divided as well as division of Debt incurred while together.
- Starts at $500.00
Overwhelmed by all this information? Not to worry, I have a very simple work sheet, written in layman’s terms. It will break everything down for you. If you have a general idea of what your Estate is worth, it will take you no more than 30 minutes to fill in the form. If you don’t know, the work sheet will guide you through the process. Keep breathing………. Much of what is on the form is yes/no check boxes. You will be able to do this.
I commend you for being Pro-Active. It’s a wonderful feeling to cross things off the list. This is a major one. A little forethought now will greatly reduce chaos later.
I look forward to being of service to you.
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