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Estate Planning

estateplanning-1024x445 Estate Planning Individual Options - OLD

Whether you're looking to ease into your Estate Planning one element at a time or you're existing plan is ready for updates, we have options to address all of your needs!

Check out our individual Estate Planning options below  ↓



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SIMPLE WILL

$750

ONE TIME FEE



INDIVIDUALS



WE WILL PROVIDE:


30-minute Initial Consultation


Signing & Execution of all documents, witnesses, and notaries


1 x Will



TIME TO FIRST DRAFT:


7 days



TURNAROUND TIME:


14 days



IMPORTANT NOTES:


• The flat fee covers reasonable tweaks, multiple revisions, the initial consultation and the signing meeting with an attorney (to ensure documents accurately reflect your estate needs and goals)



 We cannot generally prepare documents, especially a Power of Attorney, for a third party. Documents must be requested, directed and signed by the named individual



• ASK ABOUT OUR AVAILABLE UPGRADES!


DURABLE POWER OF ATTORNEY

$300

ONE TIME FEE



INDIVIDUALS



WE WILL PROVIDE:


30-minute Initial Consultation


Signing & Execution of all documents, witnesses, and notaries


1 x Durable Power of Attorney



TIME TO FIRST DRAFT:


24 - 48 hours



TURNAROUND TIME:


72 hours


IMPORTANT NOTES:


• The flat fee covers reasonable tweaks, multiple revisions, the initial consultation and the signing meeting with an attorney (to ensure documents accurately reflect your estate needs and goals)



 We cannot generally prepare documents, especially a Power of Attorney, for a third party. Documents must be requested, directed and signed by the named individual



• ASK ABOUT OUR AVAILABLE UPGRADES!


HEALTH CARE POWER OF ATTORNEY

$300

ONE TIME FEE


INDIVIDUALS



WE WILL PROVIDE:


30-minute Initial Consultation


Signing & Execution of all documents, witnesses, and notaries


1 x Health Care Power of Attorney


TIME TO FIRST DRAFT:


24 - 48 hours



TURNAROUND TIME:


72 hours


IMPORTANT NOTES:


• The flat fee covers reasonable tweaks, multiple revisions, the initial consultation and the signing meeting with an attorney (to ensure documents accurately reflect your estate needs and goals)



 We cannot generally prepare documents, especially a Power of Attorney, for a third party. Documents must be requested, directed and signed by the named individual



• ASK ABOUT OUR AVAILABLE UPGRADES!


LIVING WILL

$300

ONE TIME FEE


INDIVIDUALS



WE WILL PROVIDE:


30-minute Initial Consultation


Signing & Execution of all documents, witnesses, and notaries


1 x Living Will


TIME TO FIRST DRAFT:


24 - 48 hours


TURNAROUND TIME:


72 hours


IMPORTANT NOTES:


• The flat fee covers reasonable tweaks, multiple revisions, the initial consultation and the signing meeting with an attorney (to ensure documents accurately reflect your estate needs and goals)



 We cannot generally prepare documents, especially a Power of Attorney, for a third party. Documents must be requested, directed and signed by the named individual



• ASK ABOUT OUR AVAILABLE UPGRADES!


POWER OF ATTORNEY FOR A MINOR

$300

ONE TIME FEE


INDIVIDUALS



WE WILL PROVIDE:


30-minute Initial Consultation


Signing & Execution of all documents, witnesses, and notaries


1 x Power of Attorney for a Minor


TIME TO FIRST DRAFT:


24 - 48 hours


TURNAROUND TIME:


72 hours


IMPORTANT NOTES:


• The flat fee covers reasonable tweaks, multiple revisions, the initial consultation and the signing meeting with an attorney (to ensure documents accurately reflect your estate needs and goals)



 We cannot generally prepare documents, especially a Power of Attorney, for a third party. Documents must be requested, directed and signed by the named individual



• ASK ABOUT OUR AVAILABLE UPGRADES!


Not ready for a full-scale Estate Plan? Start with one piece.


Accounts
Free Trial
Projects
SSL
Your Text
SIMPLE WILL
$750

ONE TIME FEE



INDIVIDUALS


WE WILL PROVIDE:

30-minute Initial Consultation

Signing & Execution of all documents, witnesses, and notaries

1 x Will

TIME TO FIRST DRAFT:

7 days


TURNAROUND TIME:

14 days


IMPORTANT NOTES:

• The flat fee covers reasonable tweaks, multiple revisions, the initial consultation and the signing meeting with an attorney (to ensure documents accurately reflect your estate needs and goals)

 We cannot generally prepare documents, especially a Power of Attorney, for a third party. Documents must be requested, directed and signed by the named individual

• ASK ABOUT OUR AVAILABLE UPGRADES!


DURABLE POWER OF ATTORNEY
$300

ONE TIME FEE



INDIVIDUALS


WE WILL PROVIDE:

30-minute Initial Consultation

Signing & Execution of all documents, witnesses, and notaries

1 x Durable Power of Attorney

TIME TO FIRST DRAFT:

24 - 48 hours


TURNAROUND TIME:

72 hours


IMPORTANT NOTES:

• The flat fee covers reasonable tweaks, multiple revisions, the initial consultation and the signing meeting with an attorney (to ensure documents accurately reflect your estate needs and goals)

 We cannot generally prepare documents, especially a Power of Attorney, for a third party. Documents must be requested, directed and signed by the named individual

• ASK ABOUT OUR AVAILABLE UPGRADES!


HEALTH CARE POWER OF ATTORNEY
$300

ONE TIME FEE

INDIVIDUALS


WE WILL PROVIDE:

30-minute Initial Consultation

Signing & Execution of all documents, witnesses, and notaries

1 x Health Care Power of Attorney

TIME TO FIRST DRAFT:

24 - 48 hours


TURNAROUND TIME:

72 hours


IMPORTANT NOTES:

• The flat fee covers reasonable tweaks, multiple revisions, the initial consultation and the signing meeting with an attorney (to ensure documents accurately reflect your estate needs and goals)

 We cannot generally prepare documents, especially a Power of Attorney, for a third party. Documents must be requested, directed and signed by the named individual

• ASK ABOUT OUR AVAILABLE UPGRADES!


LIVING WILL
$300

ONE TIME FEE

INDIVIDUALS


WE WILL PROVIDE:

30-minute Initial Consultation

Signing & Execution of all documents, witnesses, and notaries

1 x Living Will

TIME TO FIRST DRAFT:

24 - 48 hours

TURNAROUND TIME:

72 hours


IMPORTANT NOTES:

• The flat fee covers reasonable tweaks, multiple revisions, the initial consultation and the signing meeting with an attorney (to ensure documents accurately reflect your estate needs and goals)

 We cannot generally prepare documents, especially a Power of Attorney, for a third party. Documents must be requested, directed and signed by the named individual

• ASK ABOUT OUR AVAILABLE UPGRADES!


POWER OF ATTORNEY FOR A MINOR
$300

ONE TIME FEE

INDIVIDUALS


WE WILL PROVIDE:

30-minute Initial Consultation

Signing & Execution of all documents, witnesses, and notaries

1 x Power of Attorney for a Minor

TIME TO FIRST DRAFT:

24 - 48 hours

TURNAROUND TIME:

72 hours


IMPORTANT NOTES:

• The flat fee covers reasonable tweaks, multiple revisions, the initial consultation and the signing meeting with an attorney (to ensure documents accurately reflect your estate needs and goals)

 We cannot generally prepare documents, especially a Power of Attorney, for a third party. Documents must be requested, directed and signed by the named individual

• ASK ABOUT OUR AVAILABLE UPGRADES!


When Should you Begin your Estate Plan?

Anytime there has been a major life change or you’re transitioning from one season to another, it is always a great time to either start or review your existing estate plan.  Here are a few times that you should consider:

Married with Kids

AdobeStock_282205860-1-scaled Estate Planning Individual Options - OLD

Newlyweds

AdobeStock_283918283-1-scaled Estate Planning Individual Options - OLD

Nearing Retirement

AdobeStock_183510308-1-scaled Estate Planning Individual Options - OLD

Married and recently had a child, Recently adopted, Recently married, Kids are headed off to college, or are Nearing retirement.

What Documents Should Be In My Estate Plan?

A proper estate plan covers four major documents, each with its own unique purpose and role. Our estate plans include a (1) Will, (2) Power of Attorney, (3) Living Will, and (4) Health Care Power of Attorney.

Will

To distribute your property in the way YOU want after you pass (otherwise, the state’s “default” rules apply to YOUR estate). Learn more.

will Estate Planning Individual Options - OLD

Power of Attorney

Allows a person(s) you choose to handle your affairs if you are unable to do so yourself (i.e. property, bills, taxes, etc.) due to severe illness, incapacity.  Learn more.

power-of-attorney Estate Planning Individual Options - OLD

Living Will

(or Advance Health Care Directive) – Specifies what your wishes are in regards to terminal care, i.e. feed tubes, do not resuscitate orders, etc.   Learn more.

living-will Estate Planning Individual Options - OLD

Health Care

Allows a person(s) you choose to make healthcare decisions for you if you are unable to do so yourself due to severe illness, incapacity. Learn more.

health-care-power-of-attorney Estate Planning Individual Options - OLD

Schedule Your Free Initial Consult

NO OBLIGATION

If you’d like to learn more about our Estate Planning services, schedule a FREE Initial consult or complete the form below and we will be in touch with you soon! By scheduling the initial consult, we will send you a free copy of our “A Family Survivors Guide: Help Your Family Handle Your Affairs”

Not quite ready to schedule a call?

During this initial call, you will speak to Ellen Stone. She will review your goals and answer your initial questions. If you are ready to take your next step, she’ll schedule you for an appointment.

Why is it so important?

Frequently Asked Questions

Why is Estate Planning so important:

 

If any of the above documents are incomplete or missing, North Carolina has default rules about who and what can be decided. For example, the current law specifies how your property would be split between your spouse and your children. Of course, you can do just about anything you’d like with a proper will, but without one, you leave it up to the state. What if you and your spouse pass away at the same time – what then? Or custody of your children? Don’t leave it to the state to “figure it out”.

 

 

Isn’t LegalZoom a cheaper option for a Will? Can’t I just do my own Estate Planning?

 

Technically, yes and yes. However – you spend years and years to save up enough to hopefully leave a little (or a lot) something behind – don’t take a chance that it won’t be valid! One simple example – if the will isn’t witnessed and signed properly, the state will throw out the ENTIRE will – not just certain portions, and then your property will pass according to those “default” rules… not your intentions. Don’t “go cheap” to save a few dollars and risk leaving your family without the protections you worked so hard to provide. Whether you hire our firm or another, be sure to have a qualified attorney review your plan to make sure your wishes are followed.

 

 

But won’t an Estate Planning Attorney cost an arm and a leg?

 

“It depends”. In actuality, most attorneys are very reasonably priced on estate planning. Our firm offers comprehensive estate planning packages starting at around $800-$1,000/person, depending on the complexity and amount of potential assets to be distributed.

 

 

How Can I Be Sure?

 

We do NOT charge you to consult on estate planning – let us meet with you and discuss your situation, and we will let you know what we can do, various options you may have and exactly how much it will cost to complete your package. We are a “flat rate” firm when it comes to estate planning. If it takes us more time than we estimate to complete your package, there are no additional fees! We want you to be 100% satisfied with our work and we will work until you are!

 

 

What do you charge to do Estate Planning?

 

Our firm offers comprehensive estate planning packages starting at around $800-$1,000/person, depending on the complexity and amount of potential assets to be distributed.

Send Us an Email!

Looking to set up an estate plan? We are here to help!