Frequently Asked Questions
You probably have many estate planning questions — below are just a few of the questions we are regularly asked. If you’d like an attorney at TuckerAllen to answer any of your specific questions,
schedule a free consultation today.
Does my spouse need to come with me?
It’s not necessary, but it’s usually very helpful. Often spouses have similar desires about how to provide for each other and their family. If, however, you and your spouse have different estate plan goals, that’s okay too. The important thing to remember is that each person whose estate plan we are drafting must meet with us.
Can't I just write my own do-it-yourself will or trust?
Do-it-yourself estate planning documents are better than nothing, but they are often more costly, time consuming, and confusing than you might expect. Read our blog post about the pros and cons of doing it yourself: Estate Planning: Should you really DIY?
What do I have to bring to the initial consultation?
Just bring yourself. Our knowledgeable attorneys will walk you through our straightforward process and ask you questions. While we don’t need any bank statements, deeds or other such paperwork, it can be helpful if you have thought a bit about:
• Who you would like to inherit your assets and belongings.
• If you have minor children, who you would like to raise them — their guardians.
• What kinds of property you own.
• Who you want to be in charge of carrying out your wishes — your executor.
Who will I meet with?
You’ll meet with one of our seasoned attorneys at the location you choose.
How much time does TuckerAllen’s estate planning process take?
Our entire process – start to finish – typically takes about two weeks and includes two meetings.
- Visit us for a free consultation – Come into one of our convenient offices for a cup of coffee and a friendly chat that usually takes about an hour. We’ll ask a few questions, such as: Do you have children? What are their ages? Do you own a home? Do you have investments? What are your wishes? We’ll cover most of the information we would need to draft your Will or Trust, should you decide to move forward. But what we do best is listen. We’ll answer all of your questions, we’ll explain how we can help, and only then will we offer advice. Scheduling a consultation couldn’t be easier – there’s no preparation necessary and no paperwork to bring. Best of all, it’s free.
- We’ll draft your documents for your review – If you decide to move forward, we’ll draft a personalized estate plan that meets your needs and reflects your wishes. Next, we’ll give you access to your own password-protected portal on our TuckerAllen website so you can access your drafts. With this secure access, you’ll be able to review the draft documents at your convenience and provide any feedback before we finalize the documents. You can give us feedback right there in your “virtual vault” on our website, or you can always just give us a call.
- We’ll meet so you can sign and receive your final documents – When you’re happy with the drafts, you simply come in, sign them, and leave with copies of your new estate plan in hand. For added peace of mind, copies of your final signed estate plan will remain in your secure personal portal on our website.
- Funding your trust – If you opted for a Will, your estate plan is complete the moment it’s signed. If you chose the Revocable Trust Package, only one additional step will be necessary; it’s called “funding your trust.” This simply means making sure that all of your eligible assets (your car, bank account, life insurance, investments, etc.) are correctly titled in the name of your trust so that, later on, they will transfer directly to your beneficiaries according to your wishes. We’ll explain all of this to you and provide clear, written funding instructions at our signing meeting. And, of course, you can always give us a call if you have questions.
Can I still change my estate plan after it’s signed?
Yes, you can change it any time you wish.
How much does it cost?
We charge a fixed, affordable, published fee with no up-charges and no surprises. Our fees are:
• Individuals: $550
• Couples: $650
• Individuals: $950
• Couples: $1,250
How frequently should I update my Will or Trust?
Anytime your family or financial situation changes, it’s a good idea to meet with your TuckerAllen attorney to make sure your estate plan still meets your needs. Because laws may change, it’s a good idea to review your documents every five years or so to be confident that your plan still accomplishes your wishes.
Where are your offices located?
Our St. Louis area estate planning attorneys are ready to help you with your estate plan in one of our five convenient locations: Town & Country, Kirkwood, O’Fallon, MO, Fairview Heights, IL and Edwardsville, IL.
Each TuckerAllen estate planning office serves several neighboring areas:
Our team of estate planners in the Kirkwood, MO office serves the entire South St. Louis area, including: St. Louis, Clayton, Kirkwood, University City, Webster Groves, Affton, Overland, Sunset Hills, Ladue, Crestwood, Arnold, Oakville, Concord, and Mehlville.
Our team of estate planners in the Town and Country, MO office serves all of West County, including: St. Louis, Chesterfield, Clayton, Ballwin, Maryland Heights, Creve Coeur, University City, Manchester, Wildwood, Fenton, Overland, Eureka, Town and Country, Bridgeton, Valley Park, Murphy, and Ladue.
Our team of estate planners in the O’Fallon, MO office serves the entire St. Charles area, including: O’Fallon, St. Charles, St. Peters, Wentzville, Lake St. Louis, and St. Louis County.
Our team of estate planners in the Fairview Heights, IL office serves the entire Fairview Heights and surrounding areas, including: Belleville, O’Fallon, Collinsville, Granite City, Glen Carbon, Cahokia, and Fairview Heights.
Our team of estate planners in the Edwardsville, IL office serves the entire Edwardsville and surrounding areas, including: Edwardsville, Collinsville, Granite City, Alton, Troy, and Highland.
Visit our locations page to learn more.