Estate Planning Services
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Wills
A Last Will and Testament, often referred to as a "Will," is a legal document that allows you to specify how your property and other assets should be distributed after your death. It also enables you to appoint a guardian for your minor children, if applicable. A Will becomes effective only upon your death.
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Trusts
A trust is a legal arrangement where assets are held and managed by a trustee for the benefit of designated beneficiaries. There are many different types of trusts, including Living Trusts (Revocable and Irrevocable), Special Needs Trusts, Crummey Trusts, Spendthrift Trusts, Marital Trusts, and more.
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Durable Powers of Attorney
A power of attorney (POA) is a legal document that allows you, the principal, to appoint a trusted individual, called an agent or attorney-in-fact, to act on your behalf in managing your affairs.
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Living Wills
A living will, also called a Directive to Physician, is a legal document that outlines your wishes for medical treatment and end-of-life care in situations where you cannot communicate your preferences.
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Disposition of Remains
A disposition of remains form is a crucial document within an estate plan that allows you to express your wishes regarding the handling and memorialization of your body after your passing.
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Disclosure Authorization
A disclosure authorization form is a document that grants permission to a physician to share your confidential information with named specific individuals or organizations. This form ensures your privacy rights are protected.
Estate Planning Fees
I charge an hourly rate of $250 for time spent ascertaining your goals, engaging in phone calls, meetings, emails, and document review.
In addition to the hourly rate, there is a flat fee per document:
Couple: Individual: Document:
$300 $200 Simple Will
$200 $150 Power of Attorney
$100 $75 Living Will
$400 $300 Trust Will
$500 - Credit Trust Will/Disclaimer Trust Will
I accept cash, checks, and payments through Zelle.