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,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.