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 know the fees up front, and always receive a personalized plan that reflects your own unique needs.
Our Process is Easy and Fees are Fixed
Your 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.
Our Fees are Fixed. No Surprises.
We make affordable estate planning even more accessible.
Estate Planning Services
Wills & Trusts
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, Beneficiary Deed. | Free Initial Consultation Individuals: $750 |
Trust PackageThe 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. | Free Initial Consultation Individuals: $1,550 |
Elder Law & Special Needs Planning Services
Long-Term Care Planning
Long Term Care Planning Will PackageIf 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. | Free Initial Consultation Individuals: $1,350 |
Long Term Care Planning Trust PackageIf 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. | Free Initial Consultation Individuals: $2,150 |
Medicaid Asset Protection TrustA 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. | Free Initial Consultation Individuals: $3,350 |
Special Needs Planning
Special Needs Will PackageIf 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. | Free Initial Consultation Individuals: $2,350 |
Special Needs Trust PackageLike 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. | Free Initial Consultation Individuals: $3,150 |
Third-Party Supplemental Needs TrustUnlike 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). | Free Initial Consultation $1,750 |
Other Services
Deed FilingFiling 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, 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.