WHO NEEDS AN ESTATE PLAN? EVERYONE.

If you own assets of any kind — a home, investments, life insurance, or other possessions — then you have an “estate” and you need an estate plan. Your estate plan designates who will inherit your property and ensures that your children and loved ones will be taken care of in accordance with your wishes.

If you have minor children or are planning to have children, an estate plan is essential. If you or your spouse could one day need long-term care or special needs planning, an estate plan can provide a strategy that will help you protect your assets. Having a quality estate plan is one of the best things you can do for yourself and the ones you love.

Estate Planning Services

Don’t know the difference between a will and a trust? Not sure if you need elder law planning or special needs assistance? You’re not alone. During your initial consultation, your TuckerAllen estate planning attorney will discuss your needs and explain our services. We’ll ask questions like: Do you own a home? Do you have children? Does someone in your family have special needs or require long-term care? Your answers will clarify which estate planning service is right for you. There’s no preparation necessary.

Will Package

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

Individuals: $1,425

Couples: $1,925

The Will Package may be right for you if you have only a few assets and no minor children, and if you don’t mind your estate going through the probate court process.

We’ll help you determine if a will is adequate for your circumstances. If it is, we’ll craft one that clearly reflects your wishes.

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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: $2,400

Couples: $2,950

The Trust Package may be right for you if you want to avoid the probate court process, you have minor children, or you’re interested in having your assets distributed to your loved ones expeditiously.

We’ll help you determine if a trust is best suited to your circumstances. If it is, we’ll craft one that clearly reflects your wishes.

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Elder Law & Special Needs

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

FIXED FEES

Many people are surprised to learn that providing for an individual with special needs requires specialized planning to avoid rendering them ineligible for government benefits.

We’ll help untangle the web of complexities of elder law and special needs with a strategy to protect your assets and benefits.

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