fbpx

ESTATE PLANNING

The most difficult thing in life is to plan for the unknown and the inevitable. No one likes to discuss their death or what will happen to their assets once they die, but it is an important discussion that you should have not only with your family but also with an estate planning attorney. 

Creating an estate plan gives you peace of mind knowing that your affairs are in order and that your family doesn’t have to make difficult decisions upon your death. It also helps your family avoid disagreements about your assets since your wishes are spelled out in writing.

What is an Estate Planning Attorney?

 

An estate planning attorney is a professional who has an understanding of the state and federal laws that govern how an estate is to be valued, taxed, and dispersed upon your death. An estate planning attorney near me makes it easier for you to create a will, a trust, powers of attorneys, name beneficiaries, adopt a child, and ensure that your assets are protected upon your death.

When you are ready to create an estate plan, no matter your age or stage of life, it’s important that you call an experienced estate planning attorney from Apple Payne Law. Our dedicated and compassionate team will review your documents, listen to your wishes, and help you create an estate plan that reflects how you want your estate to be handled, who you want to receive your assets, and who will be the guardian of your children should you die before they turn 18.

What are the Components of an 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

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

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

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
EstatePlanningCTA Estate Planning

Your Estate Plan Awaits

 

Regardless of the stage of life you find yourself in, it’s important to have peace of mind that your affairs will be handled in the manner which you want them to be when you pass.

No one likes to think about death, or planning what comes afterward. These decisions can be difficult for the individual and their family. However, Estate Planning can create a brighter future for the next generation and minimize confusion or potential disagreements between families.

 

Begin the estate planning process with one of our convenient packages that explain the cost of estate planning ↓



Accounts

Free Trial

Projects

SSL

INDIVIDUAL ESTATE PLAN

$1,000

ONE TIME FEE


INDIVIDUALS


WE WILL PROVIDE:


30-minute Initial Consultation


Signing & Execution of all documents, witnesses, and notaries


1 x Will

1 x Durable Power of Attorney

1 x Health Care Power of Attorney

1 x Living Will



TIME TO FIRST DRAFT:


7 - 14 days




TURNAROUND TIME:


30 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!


JOINT ESTATE PLAN

$1,500

ONE TIME FEE


SPOUSES, SIBLINGS, ANYONE EXECUTING A RECIPROCAL ESTATE PLAN



WE WILL PROVIDE:


60-minute Initial Consultation


Signing & Execution of all documents, witnesses, and notaries


2 x Wills

2 x Durable Power of Attorneys

2 x Health Care Power of Attorneys

2 x Living Wills



TIME TO FIRST DRAFT:


7 - 14 days



TURNAROUND TIME:


30 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!


COMPLEX ESTATE PLAN

$2,000

*DEPOSIT REQUIRED


ANYONE


WE WILL PROVIDE:


60-minute Initial Consultation


Signing & Execution of all documents, witnesses, and notaries


All Required Estate Documentation



TIME TO FIRST DRAFT:


Variable



TURNAROUND TIME:


Variable



IMPORTANT NOTES:


• Final Pricing will be determined at the initial consultation


• Use this option if you have particular needs, but are ready to get started on the core of your Estate Plan immediately


 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!


How Does the Estate Planning Process Work?

 

When you ask the question, what is an estate plan, you will find that it encompasses just about anything related to your life and death that you deem is important. Our estate planning attorney will ensure that your every wish is documented in the will, trust, directive, or any other document you have us create to protect you, your family, and your assets.

 

  1. You hire Apple Payne Law to create an estate plan
  2. After completing payment, you are issued a document that helps collect important information
  3. You are then sent a retainer agreement and confirmation
  4. The initial drafts of your estate planning documents are sent to you within the timeframes mentioned unless you request an expedited service
  5. You can review the drafts via email, make edits, and return them to our estate planning attorney
  6. Once the documents are ready, a meeting will be scheduled to finalize the estate plan
  7. You sign all of the documents at the meeting (which can be held in our office or at your preferred location if you upgrade)

 

You can contact our office via email, text, or phone to add upgrades to your estate plan at any time throughout the process.

Piecemeal the Estate Planning Process

 

Apple Payne Law makes it easy for you to piecemeal the estate planning process. For example, if you already have most of the documents in place and need an additional document, we can do that. Or, if you have never created an estate plan and only want to start with a single document of your choosing, we can do that as well. Some of the documents we can create piecemeal for you.

 

Please note that all of these piecemeal items are for individual estate plans and not joint estate plans.

Click to see our Estate Plan piece options!



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 An Estate Plan be Created or Altered?

 

An estate planning attorney near me typically recommends creating a plan once you reach adulthood. For most, this would be the age of 18, but for some, it is around 21 (after graduating from college and getting a job). Even though you might not have much to your name, it’s still important to create a living will that explains how you wish to be cared for should you become incapacitated.

Whenever you experience a major life event or change, your estate plan should be created or altered to reflect that change. Changes that precipitate altering an estate plan include the following:

 

  • Getting married
  • The birth of your first, second, third, and subsequent child 
  • When your children go to college
  • If you adopt a child
  • If you get divorced (remove your former spouse’s name from the documents)
  • Once you retire
  • If you have grandchildren
  • If you get remarried
  • If you are the recipient of a large inheritance or windfall (win the lottery)
AdobeStock_282205860-1-scaled Estate Planning
AdobeStock_283918283-1-scaled Estate Planning
AdobeStock_183510308-1-scaled Estate Planning

What Documents Should be Included in an Estate Plan?

 

As you work with an estate planning attorney near me, you will discover that there are various documents that can be included in your estate plan. Not every estate plan is the same and an attorney will tell you that from the start. The beauty of estate planning is that it is tailored to the individual or the married couple based on their assets, jobs, wants, wishes, and families. There are four main documents that must be included in an estate plan: will, power of attorney, living will, and health care.

 

Will

A will outlines your wishes down to the letter of the law. Should you die without a will, the state of North Carolina will put your estate through probate. It will determine who receives your property. This means that people you didn’t want to take possession of your things might wind up doing so because of how the court rules. 

 

Power of Attorney

This is a vital document because it names a person you choose to handle your affairs, both medical and financial. The person you choose to be power of attorney should be someone you trust to make decisions in your best interest. The power of attorney does not take effect unless you become incapacitated.

 

Living Will

A living will outlines the medical care you are willing to undergo and the medical care you absolutely don’t want to receive should you be injured in an accident or become so ill that you cannot make decisions for yourself.

 

Health Care Power of Attorney

This document names a person of your choosing who will be responsible for making health care decisions for you if you become incapacitated.

Schedule Your Free Initial Consult

NO OBLIGATION

When you are ready to begin the estate planning process or simply want more information about our process, you can schedule a free consultation with an estate planning attorney near me from Apple Payne Law. After you schedule a consultation you will receive a free copy of our “A Family Survivors Guide: Help Your Family Handle Your Affairs.”

Not quite ready to schedule a free initial consult?

If you aren’t ready to schedule a consultation you can always hold a discovery call with our office manager, Ellen Stone. Your goals for an estate plan will be reviewed and you will have your questions answered. Once you are ready to have a consultation, this information will play a key role in the conversation with our estate planning attorney.

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!