What to Expect at TuckerAllen

At TuckerAllen, our process is easy, straightforward, and understandable. There’s no preparation necessary and nothing to bring – except yourself. 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 receive a free initial consultation, always know the fees upfront, and always receive a personalized plan that reflects your own unique needs.

Our Process is Easy and Fees are Fixed

A Free 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.

Drafting 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.

Implementing 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.

Schedule Your Free Consultation Today

There’s no preparation necessary and you don’t need to bring any paperwork – just bring yourself and your questions. We’ll help you decide which services are right for you and your family.

Schedule Appointment

Or give us a call

(314) 335-1100

Our Fees are Fixed. No Surprises.

We make affordable estate planning even more accessible. Our prices are fixed and are made known at the end of your initial consultation. No surprises.

Wills & Trusts

Will Package

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

Individuals: $650

Couples: $950

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: $1,350

Couples: $1,750

Long-Term Care Planning

Elder Law Estate Plan Package

If you are concerned about preservation of assets for your spouse or family in the event you need long term care, you may wish to choose the Elder Law Estate Plan Package instead of a traditional will or 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, Financial Power of Attorney, and Beneficiary Deed.

Individuals: $2,400

Couples: $3,800

Medicaid Asset Protection Trust

This irrevocable trust is a way to shield your assets from Medicaid’s five-year look-back period.

Individuals: $3,800

Couples: $4,800

Veterans Asset Protection Trust

Used by Veterans or their spouses, this irrevocable trust allows you to reduce resources that could otherwise prevent you from qualifying for the VA Aid & Attendance (A&A) program.

Individuals: $3,800

Couples: $4,800

Medicaid Planning

Medicaid Planning & Strategy

This “goal-setting” meeting includes a comprehensive review of your financials, medical needs, existing estate plan (if applicable) and family needs to explore Medicaid eligibility. A detailed Medicaid eligibility plan will be prepared outlining the options and strategies available to you to meet your goals.

Individuals: $1,500

Couples: $2,500

Medicaid Implementation

If you decide to implement your personalized Medicaid eligibility plan, TuckerAllen will work closely with you to secure all the documentation required, prepare and file the application, and work with the Medicaid office to assure your application is successful. This implementation of your plan is customized and the cost varies based on your needs and financial situation.

Individuals: $1,500-$6,000

Couples: $4,500-$9,500

Varies case-by-case.
Fixed fees will be determined during your implementation meeting.

VA Benefits

VA Planning & Strategy

This “goal-setting” meeting includes a comprehensive review of your financials, medical needs, existing estate plan (if applicable) and family needs to qualify for the Aid & Attendance Pension through the Veterans Benefits Administration. This typically includes a Veterans Asset Protection Trust that allows clients to place assets into a trust while still qualifying for VA benefits.

Individuals: $1,500

Couples: $2,500

VA Implementation

Implementation includes review of assets, review of income, and the drafting and funding of the Veterans Asset Protection Trust and VA annuity, if needed. TuckerAllen then works closely with VA-Accredited Partners during application to various Veterans Service Organizations. (In accordance with VA regulations, a Veteran can never be charged for a third party to assist with the completion of a VA Aid & Attendance application. Our fees reflect this policy.)

Varies case-by-case. Fixed fees will be known at the end of the initial consultation.

Special Needs Planning

Special Needs Estate Plan Package

If you are a family member, friend, or guardian of an individual with special needs, you may wish to choose the Special Needs Estate Plan Package instead of a traditional will or trust. 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. Includes: Advanced Planning Revocable Trust, Pour-Over Will, Healthcare Directive (Living Will), Medical Power of Attorney, HIPAA Release, Financial Power of Attorney and Beneficiary Deed.

Individuals: $2,400

Couples: $3,800

Third-Party Supplemental Needs Trust

Unlike the Special Needs Estate Plan Package, 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).

$1,750

First-Party Special Needs Trust

Also known as a d4a Trust or Payback Trust, these documents are extremely important in assisting people with disabilities who receive money and cannot lose their government benefits. Without such a trust, the person with the disability would lose crucial benefits such as Medicaid, Social Security, or other government benefits that they depend upon for medical care, income, or housing needs. We are familiar with these trusts and assist clients in various situations where the client has received money from a personal injury settlement, inheritance, or newly discovered asset.

Varies case-by-case. Fees will be known at the end of the initial consultation.

Other Services

Probate and Trust Administration If a loved one has passed and you’ve been designated as the trustee or executor of an estate, TuckerAllen can help guide you through the process or assume many of the responsibilities. While fees vary according to the scope of the estate, TuckerAllen fees in the greater St. Louis area are the lesser of the Missouri statutory fees or our hourly rates for uncontested matters.	Varies case-by-case. Fees will be known at the end of the initial consultation.
Guardianship & Conservatorship When a minor or adult has been legally determined to be incapacitated or disabled, the court appoints a guardian (responsible for care and custody) and a conservator (responsible for managing property – could be a person or a corporation, such as a bank or trust company). Often the same individual is appointed for both. TuckerAllen can arrange for a capacity assessment of the disabled individual and help you petition the court to be appointed as guardian and/or conservator.	Varies case-by-case. Fees will be known at the end of the initial consultation.
Single Document Creation or Document Updating Preparing an additional single document or updates to a single document (more than a minor change) created by TuckerAllen.	$250
Deed Filing Filing of Beneficiary Deed or Transfer on Death instrument with Recorder of Deeds office, or drafting additional deeds.	$100

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 and Trust Packages. Just let us know you’re interested at your free 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.

Schedule Your Free Consultation Today

Come on in. Let’s talk. There’s no preparation necessary and you don’t need to bring any paperwork – just bring yourself and your questions. During your consultation, we’ll help you decide which services are right for you and your family. Click below to book your appointment at one of our many greater St. Louis area locations.

Schedule Appointment

Or give us a call

(314) 335-1100