The Planner's Package
START WITH OUR $1,995 ESTATE PLANNING PACKAGE
This $1,995 package includes a Last will and Testament, Living Will / Advance Healthcare Directive, Durable Power of Attorney, and Designation of Healthcare Surrogate. We'll also leave you with an FAQ and other planning guidance on documents and information you should compile and keep accessible along with your estate planning documents. This package includes an option for reciprocal documents for spouses if applicable, for an additional $500. Please note that the basic plan does not include tax reduction or planning instruments, but more complex planning devices are of course available and we’re happy to discuss your needs and pricing.
The right plan will keep your nest egg intact for years to come.
At Padgett Law Group Estate Planning (PadgettEP), our comprehensive estate planning services cover everything from basic Wills to complex, sophisticated Trusts. We will design our approach based on your needs, assets, and long-term planning goals. Our attorneys will craft a customized approach to your unique circumstances and include standard planning documents such as Wills, Advanced Healthcare Directives, Financial Power of Attorney documents, and much more.
While litigation is generally rare in estate planning cases, disputes can occur. We will walk you through mitigation strategies for your estate plan or represent you in contested probate and trust matters. Our attorneys can assist in document interpretation, conflicts of interest, accounting disputes, improper administration, distributions, asset management, or self-dealing, and undue influence or the removal of fiduciaries, among other common reasons for dispute.
Let the attorneys at PadgettEP advise when you're faced with the need for a guardianship or conservatorship to protect family members that are infirm, elderly, or minors. We can assist in filing the relevant petitions and providing representation, assist in the performance of duties, establishing trusts, and developing a plan for a ward's care and protection, as well as providing necessary reporting and discharging the guardianship when it is no longer needed.
Together, we'll put each piece in its rightful place.
Effective estate planning requires a myriad of documents and complex strategies to protect the most important assets and people in your life. We can put together a comprehensive plan and act as your partner in the execution and completion of your estate plan. In addition to designing your estate plan, our in-house title partners can ensure your assets convey swiftly and smoothly to your newly created Trusts or other planning vehicles. Our approach includes an effective, two-pronged approach to before and after death matters critical to a smooth transition.
Your Estate: planned for and protected.
Your Family: provided for and prospering.
We carefully craft the documents needed for effective planning.
First, we establish the necessary documents required for your estate plan and review any documents you may have in place today for efficacy and relevancy to your goals and circumstances as they stand today.
We consult with your tax and financial advisors to craft holistic solutions.
Our view of estate planning is a holistic one and that's why we work in tandem with tax and accounting professionals as well as financial planners so our result is a comprehensive estate plan that is tax effective and designed for the future.
We convey title and handle other transactional matters in-house.
When creating a trust or other estate planning vehicle, creating it is just part of the process. It's critical to move the assets and convey ownership to "fill the bucket". That's where our in-house title team comes into play.
Trust-building isn't just critical to business relationships.
Beyond the documents, our in-house title solutions can complete the trust-building process and seamlessly convey title from personal assets to your new trust or other estate planning vehicles. We can also schedule periodic updates whenever life changes occur--a new baby, new real estate, or significant changes to your overall financial picture should all trigger a review and update to your estate plan. We're here in the beginning as you start planning, when life happens and things change, and afterwards when your heirs are most reliant on your estate.