Estate Planning & Probate

Will-Based Estate Plan Packages

Basic Will Plan Package - Individual

Last Will and Testament
Durable Power of Attorney (finances)
Medical Power of Attorney and HIPAA Authorization
Advance Directive/Living Will
Declaration of Guardian for Self
Complimentary periodic check-up

Basic Will Plan Package - Couple

Last Will and Testament (2x)
Durable Power of Attorney (finances) (2x)
Medical Power of Attorney and HIPAA Authorization (2x)
Advance Directive/Living Will (2x)
Declaration of Guardian for Self (2x)
Complimentary periodic check-up

Revocable Trust-Based Estate Plan Packages

Basic Trust Plan Package - Individual

Pour-Over Last Will and Testament
Durable Power of Attorney (finances)
Medical Power of Attorney and HIPAA Authorization
Advance Directive/Living Will
Declaration of Guardian for Self
Revocable Living Trust Agreement
Certification of Trust
Memorandum regarding funding of Trust
One deed transferring real estate into Trust
Complimentary periodic check-up

**A standard hourly rate will apply for legal support of post-formation trust administration matters.

Basic Trust Plan Package - Couple

Pour-Over Last Will and Testament (2x)
Durable Power of Attorney (finances) (2x)
Medical Power of Attorney and HIPAA Authorization (2x)
Advance Directive/Living Will (2x)
Declaration of Guardian for Self (2x)
Revocable Living Trust Agreement
Certification of Trust
Memorandum regarding funding of Trust
One deed transferring real estate to Trust
Complimentary periodic check-up

**A standard hourly rate will apply for legal support of post-formation trust administration matters.

Probate Transactions

Executor's (Distribution) Deed

A legal document used by executor of an estate to transfer property from the estate to an heir or buyer.

Simple Probate

Situation when a testator died with a will.

Small Estate Affidavit (No Will)

A simplified probate process for someone who passes away with no will, and whose estate is valued at $75,000 or less (not including the value of the homestead), but is more than the total debts owed by the estate.

Affidavit of Heirship (No Will)

Used to identify the rightful heirs of a person who died without a will. Submit your application here

Probate Fees

Fees associated with assisting and advising the estate executor in the performance of his or her duties - not a simple probate or small estate affidavit. (Actual rate will be based on the complexity of estate).

Trust Administration

Fees associated with assisting and advising a trustee in the performance of his or her duties. (Actual rate will be based on the complexity of the estate).

Estate Planning/Probate Question?