When we think of Estate Planning, we tend to think of Wills and what will happen to our estate when we die. A Will, of course, is important for distributing your estate amongst your named heirs and beneficiaries, as well as for minimizing estate taxes. A will is also the document where you will name the executor of your estate as well as the guardians and trustees for your minor children. Usually little attention, if any, is paid to what might happen if we become disabled and are no longer able to act for ourselves.
If the unthinkable does happen and you are disabled to the point where you need the help of others to manage your affairs, the question of who will make decisions for you and what those decisions might be will become vitally important in terms of what your quality of life will be in the future. It is for this reason that a sound estate plan should take into account not only a properly prepared and well thought out Last Will and Testament, but also a Durable Power of Attorney and Living Will (also known as an Advanced Medical Directive). Together, these three documents constitute an integral part of your overall estate plan.
The attorneys at Serra Law Group have extensive experience preparing all three documents and are happy to work with you in making sure the right estate plan is in place according to your particular situation. The security of your family begins with a solid estate plan, though surprisingly many people ignore this and leave their estates to chance. You'll be surprised at how easy we have made the process. Beat the odds and call us…
Note: If you have a basic estate plan in mind and a moderate level of assets, you can have all of this done at your convenience with Smart Law. We would encourage you to take a look. If, on the other hand, your estate plan is more complex or the value of your estate is substantial, we can certainly help and in most cases quote you a fixed fee as well. Just call our office.
Please keep in mind that if you try our Smart Law platform and you find that will not work for you, don't worry, any money you paid will be credited to you if you elect to retain us in the “traditional” manner. So don't put off having a new will done – we make it pretty painless!
Try Our Smart Law Platform
If you have a need for basic legal services like wills, or a Special Needs Trust or guardianship for a child turning 18, we now offer these services at an affordable price via our Smart Law platform.
Here is the pricing (Note, pricing is based on the use of our online services. In-person service is available at different rates):
1. Estate Planning:
- Last Will and Testament: Single Person - $375 / Married Couple - $575
- Power of Attorney: Single Person - $175 / Married Couple - $275
- Living Will (Advance Medical Directive): Single Person - $175 / Married Couple - $275
- Complete Estate Plan (all 3 documents): Single Person - $475 / Married Couple - $675
2. Miller Trust (sometimes called a Qualified Income Trust) - part of Medicaid applications: $750 (starting at)
3. Special Needs Trust or Supplemental Benefits Trust: $850 (starting at)
4. Guardianship (for a person turning 18 or an older adult)
- Limited Representation: $875 plus court fees and other expenses (limited to preparing necessary court documents and letters- please call our office for details)
- Full Representation: $2,500 plus court fees and other expenses (if uncontested; if contested, fee will be converted to hourly)
How Smart Law Works
The process is very simple. Just click onto our "Smart Law" seal below and follow the instructions on that page. You will be asked to fill out a simple contact form requesting basic information. There will also be a drop-down menu from which you can select the type of service you need. Once we receive your request, we will send you via e-mail the necessary link to begin the process.
It's simple, fast and will save you a ton of money!