It is the Firm's recommendation that every adult, 18 or older, needs valid Power(s) of Attorney at the very least. Every person's unique circumstances, much more than just your amount of assets, influence which larger estate plan best fits their goals. The Firm offers free Initial Consultations to help you determine which path you want to take.
As a general rule, aside from major life events (such as the birth or death of an intended beneficiary) we advise you simply evaluate the Schedule(s) for your Trust every 3-5 years to make sure they are accurate and up to date. The Firm is always available and happy to assist, and we also equip you with the documents to independently manage your Schedule(s) moving forward if you wish to do so.
Any plan is better than no plan. However, when you hire a licensed attorney as opposed to a document preparing service, you are retaining the services of a professional who can actually defend your documents, and advocate to make sure your estate planning goals are carried out, whether in Court, settlement, mediation, or arbitration. The Firm has its own succession plan in place to make sure that your best interests, and those of your loved ones, will always be protected going forward.
Yes. So long as your documents are legally valid and binding in their state of formation, they should be honored and upheld anywhere within the United States.
It is a foundational concept of the Firm that high-quality legal services should be made available to as many individuals and families as possible.
For all estate planning or administration services, we offer reduced flat-fee rates. As an example, a Revocable Living Trust for two individuals (such as spouses), along with Last Will(s) and Testament for each, and Power(s) of Attorney for each, would be $1200.
We are open to structuring payment plans with our clients that meet their specific circumstances.
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