WHY A FLAT FEE?
My focus is on spending the time that is needed to get to know your family, answer your questions, and come up with the best plan for your family - not keeping track of time.
ALL-INCLUSIVE HEALTHCARE & Estate Planning
Flat-Fee Packages
During the initial consultation, we discuss which package (if any) works best for your family based on a variety of factors.
Complex planning may be required due to subsequent marriages, owning a family business or farm, a child with special needs. I'll address any additional fees or costs with you. The second meeting is when we execute or sign and witness or notarize all documents.
*Additional recording fees may apply when transfers of real estate are involved.
INDIVIDUAL PACKAGE
INCLUDES full consultation to develop estate plan and execute individual:
- Durable Power of Attorney for Healthcare
- Durable Power of Attorney for Finances
- Living Will Declaration for End-of-Life Decision-Making
- HIPAA Patient Privacy Release Form
- Funeral Planning Declaration
- Last Will and Testament
- Personal Property / Heirloom Memorandum
COUPLE PACKAGE
INCLUDES full consultation to develop estate plan and execute two (2):
- Durable Power of Attorney for Healthcare
- Durable Power of Attorney for Finances
- Living Will Declaration for End-of-Life Decision-Making
- HIPAA Patient Privacy Release Form
- Funeral Planning Declaration
- Last Will and Testament
- Personal Property / Heirloom Memorandum
LIVING TRUST PACKAGE
INCLUDES full consultation to develop estate plan and execute individual:
- Durable Power of Attorney for Healthcare
- Durable Power of Attorney for Finances
- Living Will Declaration for End-of-Life Decision-Making
- HIPAA Patient Privacy Release Form for Family Members
- Funeral Planning Declaration
- Personal Property / Heirloom Memorandum
- Pour-Over Last Will and Testament
- Revocable Living Trust Agreement
- Certificate of Trust
- Includes one (1) transfer Deed
Other ESTATE PLANNING services
QUITCLAIM Deeds, Warranty DEEDS, and Transfer on Death Deeds
We can assist with real estate transfers by Warranty Deed, Quitclaim Deed, and/or Transfer on Death Deed. Call today for more information.
10% DISCOUNT FOR MILITARY, POLICE/FIRE/EMT, HEALTH CARE PROFESSIONALS
Please let us know if you qualify and thank you for your service.
FAQ ABOUT estate planning
What does a Will do? What happens if I die without a Will in Indiana? Do I need a POA? Do I need a Trust? Find out the answers to all these questions and more by clicking on the link below: