fbpx

ESTATE PLANNING

Download Your Free, 5-Part Estate Planning Course

What's Included?

■ The basics of a will. The What, Why and Who.

■ The Role of a Power of Attorney

■ Do I need a living will?

■ Everything you need to know about a healthcare power of attorney.

■ Do I need a living will?

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.

 

Take the first step with one of our convenient packages below  ↓



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!


Here's What You Should Expect

1) You hire Apple Payne Law to draft documents based on your choice above.

 

2) Upon completion of payment, you will receive the appropriate document information sheet to gather pertinent details along with our retainer agreement and confirmation.

 

3) Once retainer agreement, documents, and info sheet are received, initial drafts will generally be sent within time frame above (unless RUSH upgrade is selected).

 

4) Once you review drafts sent by email, you can edit and send them back with corrections, etc.

 

5) Once documents are 99% ready, our staff will schedule an attorney meeting to review finalized documents and execute.

 

6) You will attend the attorney meeting, at which documents will be signed (or we can travel to you, if upgrade is selected), and the finalized documents are presented for safekeeping.

 

** You can call, text or email our office for updates at anytime.

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

Newlyweds

AdobeStock_283918283-1-scaled Estate Planning

Nearing Retirement

AdobeStock_183510308-1-scaled Estate Planning

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

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

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.

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!

We want to earn your business, but, more importantly, we want you to be safe and healthy... see the proactive steps we're taking in response to COVID-19!