Estate Planning

Contrary to popular belief, Estate Planning is not just about preparing for death.  It's about exercising control over yourself and your assets. It's about providing for your loved ones. It's about protecting the value of your physical legacy.

 

A proper estate plan ensures that you get to make decisions today -- with a clear and capable mind -- that will be enforced even when time takes its natural toll on your faculties. It is the ultimate exercise of agency. Do not leave the future to chance. Start planning now.

FLAT FEE ESTATE PACKAGES

Simple Estate Package

Designed for individuals or families with a modest estate and few, if any, specific bequests or devises. This plan includes:

  • Last Will & Testament

  • Guardianship Nomination for Children

  • Durable Medical Power of Attorney

  • Durable Financial Power of Attorney

  • Living Will

Single

$1200

Couple

$1900

Family Estate Package

Designed for individuals or families with a modest estate who wish to ensure that their young loved ones, including children or grandchildren, are financially secure until they reach adulthood. This plan includes:

  • Revocable Life Trust

  • Pourover Will

  • Guardianship Nomination for Children

  • Durable Medical Power of Attorney

  • Durable Financial Power of Attorney

  • Living Will

starting at

$2500

FLAT FEE INDIVIDUAL SERVICES

For those interested in à la carte options, James Legal offers the following:

Powers of Attorney

If you become unable to make decisions for yourself, you need to appoint someone to act on your behalf.

Financial Power of Attorney covers your property and finances.

The Medical Power of Attorney covers your medical decisions.

starting at

$500

Living Will

Regardless of age, none of us can predict when a life-altering accident or illness may strike. If you are left incapacitated, a living will provides your caregivers with your instructions on how to handle end-of-life care.

 

Combined with a Medical Power of Attorney, your health is covered.

starting at

$450

HIPAA Authorization

The Health Insurance Portability and Accountability Act (HIPAA) protects the privacy of your health information.

 

While privacy is important, it can be very helpful to authorize a trusted person to access your health records in order to ensure that they can help make informed decisions about your care. 

starting at

$150

Will

Most of us are familiar with the Last Will and Testament. It's that helpful document that directs how to distribute your assets after you pass.

Don't rely on an internet form and risk confusion and expense for your family. Let's work together so your wishes are properly fulfilled.

starting at

$750

Trusts

Trusts are key to any good Estate Plan. If established early, they can:

  • Protect your assets from creditors

  • Minimize the hassle of probate

  • Allow smooth asset distribution

  • and much more...

 

Take advantage of the benefits.

starting at

$1200

Probate

Whether you have a will or not, the court will oversee the management of your estate, including the collection of your assets, the payment of outstanding debts, and the distribution of the assets that remain.

It can be a tedious and lengthy process, but together we can make it better.

starting at

$3000

Don't wait until the eleventh hour to plan for the future. Let's start the process today and give you peace of mind about tomorrow. Schedule a consult now.