What to Expect at TuckerAllen

At TuckerAllen, our process is easy, straightforward, and understandable. There’s no preparation necessary and nothing to bring. Our services are customized to suit your unique needs and wishes. We will work with you to uncomplicate the complicated.

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

 

Initial Consultation

It starts with an initial consultation, which is really just a conversation to discuss your needs. We’ll help you decide which services are right for you and your family. There’s no preparation necessary and nothing to bring – except yourself. All of our fees are fixed, and we’ll explain them during the initial consultation. You’ll always know the cost up front – no surprises. Click below to book your appointment at one of our multiple locations. We’re here to help.

Schedule Consultation

Or give us a call

(314) 335-1100

Our Process is Easy and Fees are Fixed

Step 1Your Initial Consultation

It’s really just a conversation. We talk about what’s right for your personal situation and wishes. No preparation necessary, no paperwork to bring. All your questions answered by our experienced estate planning attorneys.

Step 2Drafting and Reviewing Documents

We’ll create a complete, personalized estate plan that meets your needs and reflects all your wishes. We’ll post the drafts on our password-protected portal on the TuckerAllen website. Just review at your convenience and provide us any feedback.

Step 3Implementing Your Plan

When you’re happy with the drafts, simply come in, sign them and leave with copies of your estate plan in hand. And complete peace of mind.

Our estate planning attorneys look forward to crafting a personalized estate plan for you.

Our Fees are Fixed. No Surprises.

We make affordable estate planning even more accessible.

Consultation Services

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 Whether you are just exploring the estate planning process or you wish to have an outdated will or trust reviewed, an hour with one of our estate planning attorneys may be the solution.

One Hour Appointment: $150

Estate Planning Services

Wills & Trusts

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, Beneficiary Deed.

Individuals: $1,250
Couples: $1,750

Trust Package


The Trust Package helps your loved ones avoid a lengthy probate court process. This package includes: Revocable Trust, Pour-Over Will, Healthcare Directive (Living Will), Medical Power of Attorney, HIPAA Release, Financial Power of Attorney, Beneficiary Deed.

Individuals: $2,050
Couples: $2,650

Elder Law & Special Needs Planning Services

Long-Term Care Planning

Long Term Care Planning Will Package


If you don’t have immediate concerns about long-term care, but want to preserve the ability for your family to do more advanced planning in the future, the Long-Term Care Planning Will Package may be right for you. This package includes: Last Will & Testament, Healthcare Directive (Living Will), Medical Power of Attorney, HIPAA Release, Long Term Care Planning Financial Power of Attorney, and Beneficiary Deed.


Individuals: $1,750
Couples: $3,050


Long Term Care Planning Trust Package

If you are concerned about preservation of assets for your spouse or family in the event you need long-term care, and would like to help your loved ones avoid a lengthy probate process, you may wish to choose the Long Term Care Planning Trust Package. This plan offers the ability to ensure you can leave a legacy for your spouse or children without disqualifying them from receiving eligible public benefits. This package includes: Advanced Planning Revocable Trust, Pour-Over Will, Healthcare Directive (Living Will), Medical Power of Attorney, HIPAA Release, Long Term Care Planning Financial Power of Attorney, and Beneficiary Deed.


Individuals: $2,750
Couples: $4,750



Medicaid Asset Protection Trust


A critical component of the MAPT Package is an irrevocable trust to begin the process of shielding your assets by starting the clock on Medicaid’s five-year look-back period. This package includes: Medicaid Asset Protection Trust, Last Will & Testament, Healthcare Directive (Living Will), Medical Power of Attorney, HIPAA Release, Long Term Care Planning Financial Power of Attorney, and Warranty Deed.

Individuals: $4,250
Couples: $5,750


Special Needs Planning

Special Needs Will Package


If you are a family member, friend, or guardian of an individual with special needs, you may wish to choose the Special Needs Will Package instead of a traditional Will Package. This plan offers the additional advantage of allowing you to set aside funds for an individual with special needs without disqualifying them from receiving eligible public benefits. This package includes: Third Party Supplemental Needs Trust, Last Will & Testament, Healthcare Directive (Living Will), Medical Power of Attorney, HIPAA Release, Financial Power of Attorney and Beneficiary Deed.

Individuals: $2,950
Couples: $3,350


Special Needs Trust Package


Like the Special Needs Will Package, this plan allows you to set aside funds for an individual with special needs without disqualifying them from receiving eligible public benefits. It also allows you to help your loved ones avoid a lengthy probate court process. This package includes: Third Party Supplemental Needs Trust, Revocable Trust, Pour-Over Will, Healthcare Directive (Living Will), Medical Power of Attorney, HIPAA Release, Financial Power of Attorney and Beneficiary Deed.

Individuals: $3,950
Couples: $4,550


Third-Party Supplemental Needs Trust


Unlike the Special Needs Will and Trust Packages, a Third-Party Supplemental Needs Trust is not an estate plan. Instead, it is a trust set up specifically to benefit an individual with special needs by a third party (often a friend or family member). It is structured to make assets available to the special needs individual without rendering them ineligible for public benefit programs such as Medicaid and supplemental security income (SSI).

$2,250


Other Services

Funding Support

$600

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. Which includes, but is not limited to, a review of documents to ensure they still meet your goals, complimentary beneficiary/agent updates and changes, recommendations on legal updates,15% discount on legal fees for other changes as requested. Learn more...

Annual fee: $299

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.

Title Address Description
Kirkwood
Big Bend @ Kirkwood WB, Kirkwood, MO 63122, USA

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

(314) 375-2306

Location Details
Schedule Consultation

Independence
4200 S Little Blue Pkwy, Independence, MO 64057, USA

4200 Little Blue Parkway
Independence, MO 64057

(816) 905-0000

Location Details
Schedule Consultation

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

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

(866) 335-3375

Location Details
Schedule Consultation

Edwardsville
105 W Vandalia St, Edwardsville, IL 62025, USA

105 W. Vandalia St.
Edwardsville, IL 62025

(618) 619-6000

By Appointment Only

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

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

(866) 335-3375

By Appointment Only

Chesterfield
13500 S Outer Forty Rd, Town and Country, MO 63017, USA

600 Kellwood Parkway, Suite 300
Chesterfield, MO 63017

(314) 888-0088

By Appointment Only