Estate Planning

 

Our role is to guide you through the process and play devil's advocate! Click here for a helpful, and sometimes thought-provoking," target="_top"> Estate Planning Questionnaire to complete in preparation.  

Documents are prepared by an Estate Planning Attorney.


A full set of documents includes:

  • Revocable Living Trust or Will (depending on your personal situation)
  • Asset Funding Guide
  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • HIPPA Authorization
  • Living Will / Advance Directive

The process:

  • Determine needs with the help of an estate planning attorney.
  • Complete questionnaire & gather relevant information. 
  • Email completed questionnaire to my office.
  • Meet to discuss choices and verify input data. 
  • Pay for your full set of documents listed above.
  • Bound documents will be delivered to my office.
  • Execute documents (witness and notarize).
  • If using a Trust, I will help you with updating beneficiaries and retitling assets.
  • If your home is retitled into the name of your trust – the fee to change the deed is $150 plus recording fees of $20-$40 depending on the county.
  • Invite whomever you choose to access your documents safely stored in the cloud.

Have a change of heart, or remember something new? Changes can be made to your documents for 90 days after they are executed – at no charge.

Prices:

Trust:                          $ 2,000   single or a couple (discounts may apply for VFP clients)
Will:                             $ 300     per person
Amendments:           $ 125     each
Funding:                     $ 150     deed transfer

Learn more about EP Navigator here.

 

Access your online Estate Planning Documents here

 

Disclosure:  Mary M. Garlock is not an attorney and her role is that of an advisor/consultant only. This activity is separate from Purshe Kaplan Sterling and Charles Schwab & Co.