WHAT TO EXPECT AT TUCKERALLEN

At TuckerAllen, our process is easy, straightforward, and understandable. There is no preparation necessary and you are not required to bring anything with you. Our services are customized to suit your unique situation.

We pride ourselves on our responsiveness and quick turnaround. You’ll always know the fees for your estate plan up front, and always receive a personalized plan that reflects your own unique needs.

You will work with your dedicated attorney throughout the process, and we will coordinate with your existing team of professionals, including your CPA and financial advisor, so that you receive the most comprehensive representation possible.

Start With a Initial Consultation

This conversation should only take about an hour. It is free for estate planning matters.  There is no preparation necessary, and you are not required to bring anything with you.  However, it may be helpful to bring the following:

  • If you are married and making a joint estate plan, we recommend both of you attend to make decisions together.
  • If you currently have estate planning documents not prepared by TuckerAllen, it is easier if you bring these with you!
  • If you own a home and have a copy of your deed, please bring it with you. We will discuss options for preventing your home from ending up in probate!

Our fees for estate planning are fixed and published — there are no surprises.

Schedule Consultation Now

Or feel free to give us a call: (314) 335-1100

If our current office availability does not match with your schedule, please contact us at contact@tuckerallen.com. We have a limited number of weeknight and Saturday morning appointments available and would love to accommodate you.

Our Estate Planning Process is Easy and Fees are Fixed

Step 1Attend Your Initial Consultation

Meet with one of our attorneys who specializes in estate planning. We will talk about what is right for your personal situation to tailor a plan to meet your goals. All of your questions will be answered by our experienced attorneys.

Step 2Review Your Draft Documents

We will create a complete, personalized estate plan and send it to you via mail or email for review. Simply provide us with any questions you have or changes you request.

Step 3Implement Your Plan

When you are happy with your drafts, schedule a time with us to execute them. You will leave with copies of your estate plan in hand and complete peace of mind. Our estate planning attorneys will also provide you with instructions on how to retitle your assets.

Our Estate Planning Fees are Fixed. No Surprises.

We make affordable estate planning even more accessible.

Consultation Services

Estate Planning Initial Consultation


Not sure where to begin? Whether you are just exploring the estate planning process or you wish to have an outdated will or trust reviewed, an hour with one of our experienced estate planning attorneys may be the solution.

One Hour Appointment:
Free

All Other Initial Consultations


Whether a loved has passed away, a family member needs a guardian or conservator, an irrevocable trust needs to be terminated or altered, or anything else, a consultation with one of our experienced attorneys may get you pointed in the right direction.

Hourly rate: $250-$350

Consultation time depends on your needs.
While we charge an initial consultation fee, it will be waived if you engage TuckerAllen for one of our packages during your consultation.

Estate Planning Services

Will Package


If you only have a few assets and no minor children, the Will Package could be right for you. This package includes: Last Will & Testament, Healthcare Directive (Living Will), Medical Power of Attorney, HIPAA Release, Financial Power of Attorney, and Deed.

Individuals: $1,649
Couples: $2,499

Trust Package


Revocable Living Trust, Pour-Over Will, Medical Power of Attorney, Healthcare Directive (Living Will), HIPAA Release, Financial Power of Attorney, Deed for Real Estate, Certificate of Trust, Personal Property Memorandum, Digital Assets Inventory, Remembrance & Services Memorandum, Complimentary Successor Fiduciary Meeting* and Trust Funding Instructions.

Individuals: $2,795
Couples: $3,995

Dual Revocable Trust Package


Two Individual Revocable Living Trusts, Pour-Over Wills, Medical Powers of Attorney, Healthcare Directives (Living Will), HIPAA Releases, Financial Powers of Attorney, Deed for Real Estate, Certificates of Trust, Personal Property Memorandums, Digital Assets Inventory, Remembrance & Services Memorandum, Complimentary Successor Fiduciary Meeting* and Trust Funding Instructions.

Couples: $4,495

Irrevocable Trust


Any irrevocable trust, including Medicaid Asset Protection Trust, Irrevocable Life Insurance Trusts (ILIT), or Gifting Trust. Includes Certificate of Trust and EIN Application.

Stand-Alone: $3,000


With Package: $2,500

Special Needs Trust


First- or Third-Party Special Needs Trust as a stand-alone document. Includes Certificate of Trust and EIN Application.

Stand-Alone: $3,000


With Package: $2,000

Estate Tax Planning Supplement


Comprehensive estate tax planning for high-net worth clients.

Individuals: $750


Couples: $1,500

Power of Attorney Package


Financial Power of Attorney and Healthcare Power of Attorney, HIPAA Waiver, and Healthcare Directive (Living Will).

Individuals: $650


Couples: $1,000

Last Will and Testament


A simple, stand-alone Last Will and Testament which complies with state law.

Individuals: $1,000


Couples: $1,650

Trust Restatement


All new trust language, ideally suited to address significant updates or changes in the law.

New Clients: $2,400


Former Clients: $1,500

Trust Amendment


Substitutes or removes provisions in an existing trust to make a few minor changes or deletions. Cost depends on type and quantity of changes.

Agents or Shares Only – Former Client: $800


Dispositive Provision – Former Client: $1,000

Caregiver Package


Caregiver Agreement, Caregiver Log, Recordkeeping Instructions, Physician’s Letter, Rental Agreement, and Promissory Note.

Individual: $1,250

Additional Deeds


(when inc. with a package. Includes filing fee in Missouri, Illinois varies)

Stand-Alone: $200

Single Document


(inc. deeds when not with a package)

$400

Affidavit of Death


(includes filing fee)

$250

Additional Services

Rush Fee

$500

Funding Support

Hourly


Legacy Protection Plan

The TuckerAllen Legacy Protection Plan is the best way to ensure that your plan works when it needs to. Membership benefits include a complimentary trust and funding review each year, complimentary beneficiary/agent updates and changes, recommendations on legal updates,15% discount on legal fees for other changes as requested. Learn more...

Annual fee:


Individuals: $299
Couples: $495

12-Month Payment Plan

 

Affordable Estate Planning, Made Even More Accessible

Our 12-month zero-interest payment plan couldn’t be easier — no interest, no monthly invoicing, no checks to write. It’s easy to initiate the payment plan for our Will, Trust, or Estate Plan Packages, just let us know you’re interested at your initial consultation.

Terms and Conditions of TuckerAllen’s 12-Month, Interest-Free Payment Plan

  • The annual percentage rate is 0%.
  • A 25% down payment is due upon your signing an engagement letter with us.
  • The remaining balance is due in equal monthly installments over 12 months.
  • The first monthly installment is due the first full calendar month after your documents are signed.
  • Each monthly payment will be automatically charged to your credit card on or about the 15th of each calendar month.
  • There is no prepayment penalty.
  • There are no finance charges or other fees applied to the balance.