Make Planned Giving Easy

TuckerAllen’s affinity program helps achieve the planned giving goals of colleges, churches, and charities alike—and is designed to be a true win-win for organizations and their constituents.

Alumni, church members, and other supporters gain access to personalized, fixed-fee estate plans prepared by TuckerAllen’s skilled attorneys at an attractive discount. Organizations, in turn, are able to capture those gifts that may have otherwise been missed because its constituents didn’t know where to go for quality, affordable estate planning services.

Affinity program participants receive a Member Rate of 10% off our fixed prices for our standard Will and Trust Packages.

Guidance to Find the Right Estate Plan

We’ll help your members, alumni or supporters determine which estate plan best matches their family’s goals and needs, and then create a personalized plan reflecting those unique wishes. This is just one of the many ways we make estate planning easy.

Will Package

  • Initial Consultation
  • Last Will & Testament
  • Healthcare Directive (Living Will) / Medical Power of Attorney
  • HIPAA Authorization
  • Financial Power of Attorney
  • Beneficiary Deed

Individuals: $1,250

Couples: $1,750

Member Rates:

$650


$900

Trust Package

  • Initial Consultation
  • Revocable Trust
  • Pour-Over Will
  • Healthcare Directive (Living Will) / Medical Power of Attorney
  • HIPAA Authorization
  • Financial Power of Attorney
  • Beneficiary Deed

Individuals: $2,050

Couples: $2,650

Member Rates:

$1,350


$1,750

Elder Law & Special Needs

  • Initial Consultation
  • Long-Term Care Planning
  • Asset Preservation
  • Elder Law Estate Planning
  • Special Needs Estate Planning

FIXED FEES

While we’re happy to discuss Elder Law & Special Needs services, these are not included in our member offer.

Interested in Learning More?

TuckerAllen makes planned giving and estate planning even easier for your members, alumni or supporters. We would be happy to discuss how we can work together in supporting your organization today, and for years to come.

Affinity Partner Program Information Request Form
Sending

Chesterfield

600 Kellwood Parkway, Suite 300
Chesterfield, MO 63017

(314) 888-0088

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Kirkwood

1001 S. Kirkwood Rd. Suite 130
Kirkwood, MO 63122

(314) 375-2306

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Edwardsville

105 W. Vandalia St.
Edwardsville, IL 62025

(618) 619-6000

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St. Charles

3050 W. Clay St.
St. Charles, MO 63301

(866) 335-3375

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Independence

4200 Little Blue Parkway
Independence, MO 64057

(816) 905-0000

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Overland Park

Lighton Tower, 7500 College Blvd.
Overland Park, KS 66210

(866) 335-3375

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