WHY FLAT FEES?
I feel it better serves my clients to be up front about customary fees when doing estate planning. 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 and Appointment of Healthcare Representatives
- 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
- Last Will and Testament
- Grandchildren's Trusts
- Personal Property / Heirloom Memorandum
- Beneficiary Designation for Non-Probate Property
- Executor's Planning Checklist
COUPLE PACKAGE
INCLUDES full consultation to develop estate plan and execute two (2):
- Durable Power of Attorney for Healthcare and Appointment of Healthcare Representatives
- 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
- Last Will and Testament
- Grandchildren's Trusts
- Personal Property / Heirloom Memorandum
- Beneficiary Designation for Non-Probate Property
- Executor's Planning Checklist
LIVING TRUST PACKAGE - Starting at
INCLUDES full consultation to develop estate plan and execute individual:
- Durable Power of Attorney for Healthcare and Appointment of Healthcare Representatives
- 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
Customary for real estate transfers between family members, for-sale-by-owners, etc.
TRANSFER ON DEATH DEEDS
You can name a beneficiary on your house. I'll help you.
SPECIAL NEEDS TRUSTS / MILLER TRUSTS
Will require consultation to estimate fees and costs involved.
10% DISCOUNT FOR MILITARY, POLICE/FIRE/EMT, HEALTH CARE PROFESSIONALS
Please let us know if you qualify and thank you for your service.
al a carte estate planning
LAST WILL AND TESTAMENT
An Indiana Will controls where your probate property goes when you die. If your plan requires testamentary trusts or grandchildren's trusts, additional fees apply.
POWER-OF-ATTORNEY (POA)
POAs can cover financial and healthcare decision-making. POAs can be general in nature or limited as needed for specific circumstances.
advance directive / living will declaration
Spell out your wishes about life-prolonging procedures and name your Healthcare Representative under Indiana law.
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:
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