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. Includes: Last Will & Testament, Healthcare Directive (Living Will), Medical Power of Attorney, HIPAA Release, Financial Power of Attorney, Beneficiary Deed. | Free Initial Consultation Individuals: $650 |
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: $1,350 |
Elder Law & Special Needs Planning Services
Long-Term Care Planning
Elder Law Estate Plan PackageIf 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. | Free Initial Consultation Individuals: $2,400 |
Medicaid Asset Protection TrustThis irrevocable trust is a way to shield your assets from Medicaid’s five-year look-back period. | Free Initial Consultation Individuals: $3,800 |
Medicaid Planning
Medicaid Planning StrategiesIf 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: $3,800-$6,000 Varies case-by-case. Fixed fees will be determined during your implementation meeting. |
Special Needs Planning
Special Needs Estate Plan PackageIf 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. | Free Initial Consultation Individuals: $2,400 |
Third-Party Supplemental Needs TrustUnlike 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). | Free Initial Consultation $1,750 |
First-Party Special Needs TrustAlso 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. | Free Initial Consultation Varies case-by-case. Fees will be known at the end of the initial consultation. |
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.