Estate Planning Packages

At a minimum, everyone should have a simple will, general durable power of attorney, healthcare power of attorney, and living will.  These documents ensure that you control what happens to your property when you die rather than the state.  Additionally, you can specify who can make decisions for you if you are incapacitated and avoid a costly incompetency and guardianship court proceeding.  This plan also includes guardianship provisions to address custody of minor children, a HIPPA release, and other important planning documents.  The cost of this plan includes free documents for your spouse.

Some people need more than the basics and they want a periodic review on their estate plan.  The Stewardship Plan includes everything from the Essential Plan, but it allows for a more detailed will such as a testamentary trust (a trust within the will) which allows you to divide property in ways other than through outright or lump sum gifts as with a basic will.  This plan also provides the option for drafting a life estate (Ladybird deed), a detailed personal information organizer to organize all your important documents, and a nice leather-bound binder to store everything.  Lastly, you will be assigned a Case Manager who will automatically review your file with an attorney every other year and meet with you to discuss any necessary changes or updates.  The cost of this plan also includes free documents for your spouse.

There are other individuals who want greater protection and supervision in developing and maintaining their estate plan.  The Legacy Plan is the most affordable way you can implement a plan to accomplish the most popular estate planning goals.  This plan includes the same options as the Essential and Stewardship Plans, but it provides for the creation of a Living Trust which will allow your family to avoid the expensive burdensome hassle of probate upon your death.  It also includes assistance with funding the trust with your real and personal property.  A trust enables your loved ones to carry out your instructions without court interference and with the privacy of not having to detail all your assets and information in a public forum.  Most importantly, the Legacy Plan includes a Case Manager who will meet with you every year to discuss any needed changes.  The cost of this plan also includes free documents for your spouse.

King Law has been handling estate planning, administration, and probate matters since founded in 2002.  We know the horror stories of what happens when people fail to invest time and effort into planning for their families.  Your family will be at a much greater risk of experiencing delays, increased expenses, and possibly even estate litigation if you don’t allow an experienced attorney like the ones at King Law assist you with this process, which will be some of the most important plans you’ve ever made.