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.
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
Attend 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.
Review 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.
Implement 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 ConsultationNot 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: |
Estate Planning Services
Will PackageIf 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 |
Trust PackageRevocable 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 |
Power of Attorney PackageFinancial Power of Attorney and Healthcare Power of Attorney, HIPAA Waiver, and Healthcare Directive (Living Will). | Individuals: $650 Couples: $1,000 |
Last Will and TestamentA simple, stand-alone Last Will and Testament which complies with state law. | Individuals: $1,000 Couples: $1,650 |
Trust RestatementAll new trust language, ideally suited to address significant updates or changes in the law. | New Clients: $2,400 Former Clients: $1,500 |
Trust AmendmentSubstitutes 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 |
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 |
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.